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, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $22,036 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,497 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,011 | $82,978+2.4% | $129,995-34.6% | $71,457+19.0% |
| Participation rate | 91.4% | 74.1%+17.4pp | 78.5%+13.0pp | 67.9%+23.5pp |
| Annual return | 13.96% | 20.60%-6.6pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,297 | $2,622-12.4% | $4,320-46.8% | $2,588-11.2% |
| Participant deferral / active EE | $4,936 | $4,432+11.4% | $5,820-15.2% | $4,289+15.1% |
| Admin fee / account holder | $105 | $1,729-93.9% | $10,614-99.0% | $1,587-93.4% |