Filed April 4, 1997 (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 |
|---|---|---|
Filed as: GREENSPRING Service code 27 · EIN 20-1611389 | Advisory (Plan) | $32,143 |
INVESTMENT ADVISOR OPERATIONS2+ years Service code 16 · EIN 41-1416330 | Consulting | $26,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,081 |
SB & COMPANY, LLC3+ years Service code 10 · EIN 20-2153727 | Accounting | $20,500 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,590 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,429 | $43,233-20.4% | $185,117-81.4% | $77,958-55.8% |
| Participation rate | 88.1% | 64.2%+23.8pp | 77.3%+10.8pp | 71.6%+16.4pp |
| Annual return | 20.56% | 20.43%+0.1pp | 40.50%-19.9pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,591 | $1,312+21.3% | $4,182-62.0% | $2,310-31.1% |
| Participant deferral / active EE | $3,443 | $2,912+18.2% | $5,045-31.7% | $3,537-2.6% |
| Admin fee / account holder | $61 | $95-36.1% | $8,159-99.3% | $97-37.6% |