Filed November 12, 2002
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, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 501 FAIRMOUNT AVE STE 102 · TOWSON, MD 21286 | Advisory (Plan) | $49,238 |
GRANT THORNTON LLP1 year Service code 10 1901 S MEYERS RD STE 455 · OAKBROOK TERRACE, IL 601815208 | Accounting | $39,873 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,734 | $100,801+68.4% | $149,696+13.4% | $73,409+131.2% |
| Participation rate | 78.6% | 77.7%+0.9pp | 82.5%-3.9pp | 72.2%+6.4pp |
| Annual return | 4.17% | 265.34%-261.2pp | 276.60%-272.4pp | 59.29%-55.1pp |
| Employer contribution / active EE | $10,774 | $3,312+225.3% | $4,644+132.0% | $2,234+382.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $83 | $181-54.4% | $9,309-99.1% | $158-47.7% |