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 13 · EIN 42-0127290 | Contract Administrator | $46,234 |
GRP FINANCIAL1 year Filed as: GRP FINANCIAL RE ROBERT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,474 |
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 | $89,344 | $60,989+46.5% | $60,874+46.8% | $66,914+33.5% |
| Participation rate | 95.1% | 74.5%+20.6pp | 73.1%+22.0pp | 69.8%+25.3pp |
| Annual return | -16.80% | -9.60%-7.2pp | 16.90%-33.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,877 | $2,661-29.5% | $2,701-30.5% | $2,544-26.2% |
| Participant deferral / active EE | $7,842 | $3,615+117.0% | $3,817+105.5% | $4,237+85.1% |
| Admin fee / account holder | $231 | $338-31.7% | $3,224-92.8% | $593-61.0% |