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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.
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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, LLC2 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 52-2136664 501 FAIRMOUNT AVE · TOWSON, MD 21286 | Advisory (Participants) | $25,636 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 50 · EIN 52-2136664 300 EAST JOPPA RD · TOWSON, MD 21286 | Direct Payment | $24,632 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,590 | $48,576+24.7% | $169,463-64.2% | $56,287+7.6% |
| Participation rate | 72.8% | 65.8%+7.0pp | 77.8%-5.0pp | 69.9%+2.9pp |
| Annual return | 2.92% | -2.51%+5.4pp | 1.83%+1.1pp | -9.96%+12.9pp |
| Employer contribution / active EE | $774 | $1,559-50.3% | $4,159-81.4% | $2,111-63.3% |
| Participant deferral / active EE | $4,231 | $3,275+29.2% | $5,277-19.8% | $3,350+26.3% |
| Admin fee / account holder | $301 | $435-30.8% | $9,109-96.7% | $521-42.2% |