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 |
|---|---|---|
Filed as: GREENSPRING ADVISORS LLC Service code 27 501 FAIRMOUNT AVENUE · TOWSON, MD 212865478 | Advisory (Plan) | $16,738 |
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.
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 | $112,435 | $99,957+12.5% | $149,696-24.9% | $73,488+53.0% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.5%+10.8pp | 70.7%+22.6pp |
| Annual return | 5.55% | 53.87%-48.3pp | 276.60%-271.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,619 | $6,073+41.9% | $6,842+26.0% | $3,740+130.5% |
| Admin fee / account holder | $39 | $551-92.9% | $9,309-99.6% | $513-92.4% |