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 | $61,256 |
GRP FINANCIAL3 years Filed as: GRP FINANCIAL ROBERT KOTLER Service code 49 · EIN 47-1411118 | Other Services | $16,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,644 | $67,984+111.3% | $65,493+119.3% | $74,304+93.3% |
| Participation rate | 95.3% | 66.3%+29.0pp | 73.1%+22.2pp | 60.3%+35.0pp |
| Annual return | 15.97% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,217 | $2,491-11.0% | $2,574-13.9% | $2,241-1.1% |
| Participant deferral / active EE | $8,245 | $3,346+146.4% | $3,961+108.2% | $3,767+118.9% |
| Admin fee / account holder | $316 | $1,373-77.0% | $5,028-93.7% | $2,969-89.4% |