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, LLC4 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $61,200 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $53,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,191 | $82,202+109.5% | $125,339+37.4% | $64,808+165.7% |
| Participation rate | 76.1% | 77.9%-1.8pp | 82.4%-6.3pp | 71.5%+4.6pp |
| Annual return | -8.94% | 3.48%-12.4pp | 572.05%-581.0pp | 32.82%-41.8pp |
| Employer contribution / active EE | $9,702 | $3,615+168.3% | $4,814+101.5% | $2,506+287.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $103 | $163-36.9% | $10,010-99.0% | $188-45.2% |