Filed February 8, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS4+ years Filed as: WELLSPRING FINANCIAL PARTNER Service code 26 · EIN 45-2984270 4007 E PARADISE FALLS DR STE 128 · TUCSON, AZ 85712 | Advisory (Participants) | $14,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $25,158 | $47,977-47.6% | $154,107-83.7% | $56,287-55.3% |
| Participation rate | 27.4% | 66.2%-38.7pp | 83.0%-55.6pp | 69.9%-42.4pp |
| Annual return | 1.70% | 3.54%-1.8pp | 735.12%-733.4pp | -9.96%+11.7pp |
| Employer contribution / active EE | $199 | $2,169-90.8% | $5,298-96.2% | $2,111-90.6% |
| Participant deferral / active EE | $846 | $2,392-64.6% | $5,081-83.4% | $3,350-74.7% |
| Admin fee / account holder | $209 | $438-52.3% | $13,411-98.4% | $521-59.8% |