Filed August 7, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 10 · EIN 47-1303673 | Accounting | $52,217 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $28,913 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,879 | $81,537-40.1% | $149,718-67.4% | $69,631-29.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 6.13% | 22.79%-16.7pp | 1501.63%-1495.5pp | 27571.02%-27564.9pp |
| Employer contribution / active EE | $1,682 | $3,239-48.1% | $5,445-69.1% | $2,032-17.2% |
| Participant deferral / active EE | $4,489 | $4,994-10.1% | $6,569-31.7% | $3,224+39.2% |
| Admin fee / account holder | $103 | $107-3.9% | $11,283-99.1% | $110-7.0% |