See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $87,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,430 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,513 | $88,122-46.1% | $141,162-66.3% | $67,579-29.7% |
| Participation rate | 96.3% | 76.5%+19.8pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 21.50% | 75.40%-53.9pp | 71.39%-49.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,345 | $3,224+3.7% | $4,735-29.4% | $2,148+55.7% |
| Participant deferral / active EE | $11,375 | $5,958+90.9% | $6,709+69.6% | $3,539+221.4% |
| Admin fee / account holder | $115 | $131-12.0% | $10,261-98.9% | $142-19.1% |