Filed August 7, 2007
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 Service code 15 · EIN 82-5320133 | Recordkeeping | $17,460 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,815 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,136 | $86,655+2.9% | $119,609-25.5% | $66,914+33.2% |
| Participation rate | 88.6% | 75.6%+13.0pp | 79.3%+9.3pp | 69.8%+18.8pp |
| Annual return | -13.29% | -8.00%-5.3pp | -14.97%+1.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,377 | $2,536-45.7% | $4,232-67.5% | $2,544-45.9% |
| Participant deferral / active EE | $4,570 | $4,358+4.9% | $5,602-18.4% | $4,237+7.9% |
| Admin fee / account holder | $99 | $755-86.9% | $10,323-99.0% | $593-83.3% |