See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC7 years Service code 27 ONE WEST PENNSYLVANIA · TOWSON, MD 21204 | Advisory (Plan) | $45,624 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,629 | $101,317+24.0% | $146,958-14.5% | $74,495+68.6% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 14.04% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $9,669 | $3,810+153.8% | $4,933+96.0% | $2,623+268.6% |
| Participant deferral / active EE | $8,171 | $7,303+11.9% | $8,070+1.3% | $4,346+88.0% |
| Admin fee / account holder | $252 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |