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 | $55,895 |
GRP FINANCIAL2 years Filed as: GRP FINANCIAL ROBERT KOTLER Service code 49 · EIN 47-1411118 | Other Services | $16,275 |
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 | $121,926 | $69,763+74.8% | $67,502+80.6% | $74,495+63.7% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.6pp | 67.2%+29.2pp |
| Annual return | 14.97% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,156 | $2,704-20.3% | $2,731-21.1% | $2,623-17.8% |
| Participant deferral / active EE | $8,617 | $3,636+137.0% | $4,000+115.4% | $4,346+98.3% |
| Admin fee / account holder | $284 | $896-68.2% | $3,998-92.9% | $1,942-85.4% |