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 | $252,035 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $45,155 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS, LLC MANAGEMEN Service code 27 · EIN 82-5320133 | Advisory (Plan) | $30,000 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,805 | $136,266-65.7% | $90,749-48.4% | $77,904-39.9% |
| Participation rate | 95.4% | 86.6%+8.7pp | 75.7%+19.7pp | 73.7%+21.7pp |
| Annual return | -13.38% | -11.32%-2.1pp | -12.16%-1.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $3,863 | $4,215-8.3% | $2,921+32.3% | $2,848+35.7% |
| Participant deferral / active EE | $5,197 | $6,353-18.2% | $4,564+13.9% | $4,806+8.1% |
| Admin fee / account holder | $150 | $399-62.4% | $8,445-98.2% | $133+13.2% |