Filed March 27, 2011
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 |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Service code 27 · EIN 82-5320133 | Advisory (Plan) | $38,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,454 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,414 | $76,050+49.1% | $96,544+17.5% | $71,457+58.7% |
| Participation rate | 87.0% | 74.4%+12.6pp | 76.0%+11.1pp | 67.9%+19.1pp |
| Annual return | 17.71% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,017 | $2,244-10.1% | $2,965-32.0% | $2,588-22.1% |
| Participant deferral / active EE | $7,589 | $4,215+80.0% | $4,851+56.4% | $4,289+76.9% |
| Admin fee / account holder | $490 | $2,707-81.9% | $8,252-94.1% | $1,587-69.1% |