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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,148 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $55,283 |
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 | $60,362 | $82,202-26.6% | $125,339-51.8% | $64,808-6.9% |
| Participation rate | 93.8% | 77.9%+15.9pp | 82.4%+11.4pp | 71.5%+22.3pp |
| Annual return | -15.35% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $4,133 | $3,615+14.3% | $4,814-14.1% | $2,506+64.9% |
| Participant deferral / active EE | $10,166 | $7,175+41.7% | $7,446+36.5% | $4,310+135.9% |
| Admin fee / account holder | $122 | $163-25.1% | $10,010-98.8% | $188-34.9% |