Filed October 28, 1998
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $302,190 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS, LLC MANAGEMEN Service code 27 · EIN 82-5320133 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,186 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,136 | $114,195-50.8% | $106,548-47.3% | $93,030-39.7% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.1%+20.7pp | 73.9%+22.9pp |
| Annual return | 14.91% | 22.18%-7.3pp | 26.80%-11.9pp | 158.70%-143.8pp |
| Employer contribution / active EE | $3,969 | $4,009-1.0% | $2,819+40.8% | $2,706+46.7% |
| Participant deferral / active EE | $5,135 | $5,908-13.1% | $4,398+16.8% | $4,562+12.6% |
| Admin fee / account holder | $177 | $105+68.8% | $7,407-97.6% | $152+16.6% |