Filed June 8, 2009
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 |
|---|---|---|
Filed as: GREENSPRING WEALTH MANAGEMENT Service code 27 · EIN 20-1611389 | Advisory (Plan) | $18,750 |
RBC WEALTH MANAGEMENT4+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $15,837 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,621 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,321 | $65,223-36.6% | $80,019-48.4% | $55,725-25.8% |
| Participation rate | 95.1% | 80.6%+14.6pp | 75.8%+19.3pp | 70.9%+24.3pp |
| Annual return | -6.81% | 7.59%-14.4pp | 11.22%-18.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $606 | $2,544-76.2% | $2,468-75.5% | $2,078-70.9% |
| Participant deferral / active EE | $3,158 | $3,881-18.6% | $3,686-14.3% | $3,356-5.9% |
| Admin fee / account holder | $27 | $114-76.8% | $6,521-99.6% | $115-77.0% |