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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $272,839 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $55,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,778 |
SB & COMPANY, LLC6+ years Service code 10 · EIN 20-2153727 | Accounting | $15,500 |
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 | $48,080 | $48,592-1.1% | $185,823-74.1% | $90,288-46.7% |
| Participation rate | 95.0% | 66.2%+28.8pp | 78.0%+17.0pp | 73.4%+21.6pp |
| Annual return | 15.13% | 68.51%-53.4pp | 35.95%-20.8pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,182 | $1,389+57.0% | $4,087-46.6% | $2,524-13.6% |
| Participant deferral / active EE | $4,649 | $3,463+34.2% | $5,632-17.5% | $4,232+9.8% |
| Admin fee / account holder | $128 | $77+65.8% | $9,500-98.6% | $114+12.6% |