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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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,733 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $41,216 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,579 | $106,028-32.5% | $146,958-51.3% | $77,643-7.8% |
| Participation rate | 79.5% | 78.4%+1.1pp | 82.2%-2.7pp | 70.6%+8.9pp |
| Annual return | 13.29% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,520 | $4,063-62.6% | $4,933-69.2% | $2,726-44.2% |
| Participant deferral / active EE | $5,862 | $7,990-26.6% | $8,070-27.4% | $4,647+26.1% |
| Admin fee / account holder | $119 | $337-64.8% | $12,998-99.1% | $430-72.4% |