Filed September 26, 2000
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, LLC1+ years Filed as: GREENSPRING WEALTH MGMT Service code 27 · EIN 20-1611389 | Advisory (Plan) | $18,862 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,171 | $52,884+83.7% | $84,750+14.7% | $55,167+76.1% |
| Participation rate | 53.8% | 67.5%-13.7pp | 76.6%-22.8pp | 69.0%-15.2pp |
| Annual return | 5.96% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,339 | $2,233-40.0% | $3,574-62.5% | $1,963-31.8% |
| Participant deferral / active EE | $2,394 | $2,644-9.4% | $3,712-35.5% | $3,054-21.6% |
| Admin fee / account holder | $443 | $581-23.7% | $5,332-91.7% | $504-12.1% |