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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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $137,199 |
GREENSPRING ADVISORS, LLC7 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $0 |
POLLARD & ASSOCIATES, INC.2 years Service code 16 · EIN 52-0909772 | Consulting | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,087 | $50,815+51.7% | $155,509-50.4% | $77,643-0.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 10.67% | 34.80%-24.1pp | 64.67%-54.0pp | 31.24%-20.6pp |
| Employer contribution / active EE | $4,063 | $1,993+103.9% | $4,672-13.0% | $2,726+49.1% |
| Participant deferral / active EE | $5,423 | $2,822+92.2% | $5,626-3.6% | $4,647+16.7% |
| Admin fee / account holder | $245 | $437-43.8% | $15,912-98.5% | $430-43.0% |