Filed December 6, 2005
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 TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $317,907 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $215,912 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,284 | $40,984+69.1% | $90,951-23.8% | $93,223-25.7% |
| Participation rate | 96.9% | 59.7%+37.2pp | 69.0%+27.9pp | 74.9%+22.0pp |
| Annual return | 17.40% | 17.56%-0.2pp | 134.60%-117.2pp | 19.29%-1.9pp |
| Employer contribution / active EE | $1,337 | $840+59.2% | $2,122-37.0% | $2,680-50.1% |
| Participant deferral / active EE | $6,000 | $1,856+223.3% | $3,373+77.9% | $4,563+31.5% |
| Admin fee / account holder | $63 | $75-16.3% | $5,959-98.9% | $79-20.6% |