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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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,527 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $51,250 |
Filed as: CBIZ SAVITZ Service code 99 · EIN 31-1582098 | Other Fees | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,891 | $62,928+23.8% | $172,739-54.9% | $67,579+15.3% |
| Participation rate | 99.1% | 64.5%+34.6pp | 82.6%+16.5pp | 71.3%+27.8pp |
| Annual return | 19.33% | 30.36%-11.0pp | 802.84%-783.5pp | 378.56%-359.2pp |
| Employer contribution / active EE | $4,038 | $1,636+146.8% | $5,143-21.5% | $2,148+88.0% |
| Participant deferral / active EE | $4,733 | $2,145+120.6% | $5,198-8.9% | $3,539+33.7% |
| Admin fee / account holder | $339 | $167+103.6% | $13,954-97.6% | $142+138.4% |