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 | Investment management; Direct payment... | $34,189 |
GRP FINANCIAL4+ years Filed as: GRP FINANCIAL LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,317 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $63,792 | $55,002+16.0% | $59,878+6.5% | $56,287+13.3% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.7%+23.3pp | 69.9%+28.2pp |
| Annual return | -6.97% | 1.13%-8.1pp | 3.46%-10.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,854 | $2,448-24.3% | $2,722-31.9% | $2,111-12.2% |
| Participant deferral / active EE | $6,845 | $3,121+119.3% | $3,402+101.2% | $3,350+104.3% |
| Admin fee / account holder | $241 | $236+2.4% | $3,590-93.3% | $521-53.6% |