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, LLC4 years Service code 15 · EIN 82-5320133 | Recordkeeping | $23,817 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,983 | $88,083+12.4% | $164,813-39.9% | $74,495+32.9% |
| Participation rate | 92.9% | 73.0%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 11.70% | 17.26%-5.6pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,752 | $2,593+6.1% | $4,341-36.6% | $2,623+4.9% |
| Participant deferral / active EE | $5,688 | $4,498+26.5% | $6,031-5.7% | $4,346+30.9% |
| Admin fee / account holder | $114 | $2,234-94.9% | $12,690-99.1% | $1,942-94.1% |