Filed August 11, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $59,741 |
GRP FINANCIAL2+ years Filed as: GRP FINANCIAL LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,127 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $54,771 | $52,467+4.4% | $57,179-4.2% | $55,167-0.7% |
| Participation rate | 92.7% | 75.8%+16.9pp | 75.3%+17.4pp | 69.0%+23.7pp |
| Annual return | 7.08% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,378 | $2,477-44.4% | $2,682-48.6% | $1,963-29.8% |
| Participant deferral / active EE | $5,440 | $2,830+92.2% | $3,096+75.7% | $3,054+78.1% |
| Admin fee / account holder | $226 | $269-16.2% | $3,139-92.8% | $504-55.2% |