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 | Shareholder servicing fees; Finders' ... | $32,754 |
GRP FINANCIAL6+ years Filed as: GRP FINANCIAL LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,680 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $94,852 | $65,322+45.2% | $70,449+34.6% | $73,488+29.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.34% | 15.71%-0.4pp | 109.03%-93.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,135 | $2,460-13.2% | $2,737-22.0% | $2,270-6.0% |
| Participant deferral / active EE | $8,358 | $3,375+147.7% | $3,709+125.4% | $3,740+123.5% |
| Admin fee / account holder | $247 | $214+15.5% | $3,845-93.6% | $513-51.8% |