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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $322,036 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,441 |
Service code 16 · EIN 33-0818667 | Consulting | $40,500 |
SB & COMPANY, LLC10+ years Service code 10 · EIN 20-2153727 | Accounting | $24,100 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $15,000 |
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 | $54,904 | $58,644-6.4% | $177,989-69.2% | $199,593-72.5% |
| Participation rate | 92.6% | 65.5%+27.1pp | 77.1%+15.5pp | 72.0%+20.6pp |
| Annual return | 14.76% | 19.25%-4.5pp | 294.48%-279.7pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,126 | $1,801+73.5% | $3,949-20.8% | $3,034+3.0% |
| Participant deferral / active EE | $6,129 | $4,248+44.3% | $6,276-2.3% | $5,087+20.5% |
| Admin fee / account holder | $89 | $145-38.7% | $10,363-99.1% | $269-66.8% |