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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GROVE POINT INVESTMENTS LLC3 years Filed as: GROVE POINT INVESTMENTS, LLC Service code 27 · EIN 52-1321340 6800 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $50,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,777 | $95,274+37.3% | $135,903-3.8% | $74,419+75.7% |
| Participation rate | 80.9% | 78.2%+2.7pp | 81.9%-1.0pp | 70.7%+10.1pp |
| Annual return | 20.50% | 32.77%-12.3pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $7,889 | $3,874+103.6% | $4,856+62.5% | $2,637+199.1% |
| Participant deferral / active EE | $14,276 | $7,782+83.4% | $7,758+84.0% | $4,528+215.3% |
| Admin fee / account holder | $344 | $266+29.3% | $10,762-96.8% | $348-1.1% |