Filed April 9, 2015 (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 |
|---|---|---|
GRP FINANCIAL1 year Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,088 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $29,205 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $11,532 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $68,909 | $80,177-14.1% | $123,892-44.4% | $57,658+19.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 11.55% | 17.90%-6.4pp | 47.52%-36.0pp | 5.13%+6.4pp |
| Employer contribution / active EE | $9,249 | $2,913+217.6% | $4,617+100.3% | $1,974+368.6% |
| Participant deferral / active EE | $8,857 | $5,130+72.6% | $5,984+48.0% | $3,061+189.4% |
| Admin fee / account holder | $122 | $106+14.8% | $8,357-98.5% | $95+29.1% |