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 | $111,883 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $93,060 |
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 | $59,173 | $107,459-44.9% | $135,903-56.5% | $80,160-26.2% |
| Participation rate | 72.6% | 78.0%-5.4pp | 81.9%-9.3pp | 72.9%-0.3pp |
| Annual return | 62.05% | 91.91%-29.9pp | 68.23%-6.2pp | 40.38%+21.7pp |
| Employer contribution / active EE | $2,694 | $3,877-30.5% | $4,856-44.5% | $2,978-9.5% |
| Participant deferral / active EE | $6,199 | $8,195-24.4% | $7,758-20.1% | $5,017+23.6% |
| Admin fee / account holder | $98 | $127-23.1% | $10,762-99.1% | $145-32.7% |