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 |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS6+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $40,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,170 |
ROBERT ALEXONIS1 year Filed as: ROBERTS & ALEXONIS GROUP PLLC Service code 16 · EIN 56-2386438 | Consulting | $17,980 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,907 | $64,286-39.5% | $90,951-57.2% | $73,409-47.0% |
| Participation rate | 86.3% | 63.6%+22.7pp | 69.0%+17.3pp | 72.2%+14.1pp |
| Annual return | 10.61% | 21.45%-10.8pp | 134.60%-124.0pp | 59.29%-48.7pp |
| Employer contribution / active EE | $257 | $895-71.3% | $2,122-87.9% | $2,234-88.5% |
| Participant deferral / active EE | $3,811 | $2,453+55.3% | $3,373+13.0% | $3,805+0.1% |
| Admin fee / account holder | $260 | $287-9.3% | $5,959-95.6% | $158+64.9% |