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 | $153,559 |
Filed as: WELLSPRING FINANCIAL PARTNERS, LLC Service code 27 · EIN 45-2984270 | Advisory (Plan) | $82,370 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,914 | $122,186-47.7% | $146,958-56.5% | $199,593-68.0% |
| Participation rate | 90.1% | 78.3%+11.9pp | 82.2%+8.0pp | 72.0%+18.2pp |
| Annual return | 21.39% | 30.56%-9.2pp | 418.34%-396.9pp | 34.25%-12.9pp |
| Employer contribution / active EE | $3,147 | $4,093-23.1% | $4,933-36.2% | $3,034+3.7% |
| Participant deferral / active EE | $7,277 | $8,502-14.4% | $8,070-9.8% | $5,087+43.1% |
| Admin fee / account holder | $99 | $179-44.7% | $12,998-99.2% | $269-63.2% |