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 |
|---|---|---|
NWPS6 years Service code 50 · EIN 91-2090931 300 EAST JOPPA RD · TOWSON, MD 21286 | Direct Payment | $29,430 |
GREENSPRING ADVISORS, LLC9 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 52-2136664 501 FAIRMOUNT AVE · TOWSON, MD 21286 | Advisory (Participants) | $24,933 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,954 | $81,625+60.4% | $167,512-21.8% | $74,304+76.2% |
| Participation rate | 81.9% | 60.0%+21.9pp | 77.1%+4.9pp | 60.3%+21.6pp |
| Annual return | 15.57% | 26.09%-10.5pp | 1615.79%-1600.2pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,114 | $2,010-44.6% | $3,882-71.3% | $2,241-50.3% |
| Participant deferral / active EE | $6,297 | $4,115+53.0% | $6,405-1.7% | $3,767+67.1% |
| Admin fee / account holder | $331 | $3,474-90.5% | $9,769-96.6% | $2,969-88.8% |