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 | $140,252 |
GREENSPRING ADVISORS, LLC3+ years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $41,412 |
HANCOCK ASKEW & CO., LLP2 years Service code 10 · EIN 58-0662558 | Accounting | $16,000 |
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 | $41,491 | $107,459-61.4% | $135,903-69.5% | $80,160-48.2% |
| Participation rate | 85.2% | 78.0%+7.2pp | 81.9%+3.3pp | 72.9%+12.3pp |
| Annual return | 18.37% | 91.91%-73.5pp | 68.23%-49.9pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,230 | $3,877-68.3% | $4,856-74.7% | $2,978-58.7% |
| Participant deferral / active EE | $4,202 | $8,195-48.7% | $7,758-45.8% | $5,017-16.3% |
| Admin fee / account holder | $114 | $127-10.1% | $10,762-98.9% | $145-21.3% |