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 | Float revenue; Investment management;... | $35,348 |
GRP FINANCIAL3+ years Filed as: GRP FINANCIAL LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,960 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $63,772 | $57,976+10.0% | $62,995+1.2% | $62,292+2.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 74.8%+14.1pp | 69.5%+19.4pp |
| Annual return | 17.98% | 17.54%+0.4pp | 87.57%-69.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,481 | $2,415-38.7% | $2,759-46.3% | $2,042-27.5% |
| Participant deferral / active EE | $5,542 | $2,956+87.5% | $3,329+66.5% | $3,169+74.9% |
| Admin fee / account holder | $243 | $276-11.8% | $3,600-93.2% | $479-49.3% |