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 | $460,882 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $58,750 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,850 |
SB & COMPANY, LLC8+ years Service code 10 · EIN 20-2153727 | Accounting | $21,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,651 | $42,504-9.1% | $159,960-75.8% | $77,904-50.4% |
| Participation rate | 90.2% | 66.9%+23.3pp | 78.0%+12.2pp | 73.7%+16.5pp |
| Annual return | -15.22% | -12.43%-2.8pp | 408.60%-423.8pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,276 | $1,684+94.5% | $4,226-22.5% | $2,848+15.0% |
| Participant deferral / active EE | $5,623 | $3,919+43.5% | $6,182-9.1% | $4,806+17.0% |
| Admin fee / account holder | $114 | $98+16.7% | $8,698-98.7% | $133-14.1% |