Filed November 11, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS LLC Service code 26 · EIN 47-1303673 | Advisory (Participants) | $561,124 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 49 · EIN 22-1211670 | Other Services | $322,385 |
Filed as: PRUDENTIAL TRUST CO. Service code 55 · EIN 23-6994310 | Other Commissions | $49,687 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $24,170 |
Filed as: CONVERGEX STNSOFT DOLLAR Service code 71 | Brokerage Fees | $22,924 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,251 |
Filed as: CONVERGEX LLC Service code 71 | Brokerage Fees | $2,573 |
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 | $110,189 | $70,106+57.2% | $80,975+36.1% | $63,975+72.2% |
| Participation rate | 91.8% | 79.4%+12.4pp | 75.8%+16.0pp | 71.1%+20.6pp |
| Annual return | 9.54% | 13.93%-4.4pp | 17.10%-7.6pp | 48.65%-39.1pp |
| Employer contribution / active EE | $4,543 | $2,042+122.5% | $3,714+22.3% | $2,182+108.2% |
| Participant deferral / active EE | $11,007 | $5,245+109.9% | $5,696+93.2% | $3,356+227.9% |
| Admin fee / account holder | $141 | $57+146.6% | $5,516-97.5% | $70+99.6% |