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 ADVISORS Service code 16 · EIN 20-1611389 | Consulting | $41,250 |
Filed as: GRANDIZIO, WILKINS, LITTLE & MATTH Service code 10 · EIN 52-2334868 | Accounting | $15,500 |
SB & COMPANY, LLC4+ years Service code 10 · EIN 20-2153727 | Accounting | $15,200 |
Filed as: GREENSPRING ADVISORS, LLC. Service code 16 · EIN 82-5320133 | Consulting | $13,750 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,186 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,515 | $38,058-22.4% | $169,463-82.6% | $75,289-60.8% |
| Participation rate | 89.7% | 65.1%+24.5pp | 77.8%+11.9pp | 72.4%+17.2pp |
| Annual return | -4.57% | -2.88%-1.7pp | 1.83%-6.4pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,765 | $1,478+19.4% | $4,159-57.6% | $2,405-26.6% |
| Participant deferral / active EE | $3,581 | $3,201+11.9% | $5,277-32.1% | $3,739-4.2% |
| Admin fee / account holder | $47 | $85-45.4% | $9,109-99.5% | $102-54.5% |