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 5-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 | $164,772 |
GREENSPRING ADVISORS, LLC2+ years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $40,600 |
HANCOCK ASKEW & CO., LLP1 year Service code 10 · EIN 58-0662558 | Accounting | $15,000 |
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 | $48,915 | $95,388-48.7% | $125,339-61.0% | $77,904-37.2% |
| Participation rate | 83.8% | 78.6%+5.2pp | 82.4%+1.4pp | 73.7%+10.1pp |
| Annual return | -16.20% | 116.19%-132.4pp | 572.05%-588.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,358 | $3,666-63.0% | $4,814-71.8% | $2,848-52.3% |
| Participant deferral / active EE | $4,530 | $7,711-41.3% | $7,446-39.2% | $4,806-5.7% |
| Admin fee / account holder | $172 | $119+44.6% | $10,010-98.3% | $133+29.7% |