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 | $392,591 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $55,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,870 |
SB & COMPANY, LLC9+ years Service code 10 · EIN 20-2153727 | Accounting | $22,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,835 | $50,574-11.3% | $169,368-73.5% | $80,160-44.1% |
| Participation rate | 92.3% | 67.8%+24.5pp | 77.1%+15.1pp | 72.9%+19.4pp |
| Annual return | 20.01% | 22.92%-2.9pp | 405.60%-385.6pp | 40.38%-20.4pp |
| Employer contribution / active EE | $2,947 | $1,693+74.0% | $4,013-26.6% | $2,978-1.0% |
| Participant deferral / active EE | $5,110 | $4,164+22.7% | $6,221-17.9% | $5,017+1.9% |
| Admin fee / account holder | $95 | $107-11.4% | $9,003-98.9% | $145-34.7% |