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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $79,691 |
GRP FINANCIAL3 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,716 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,458 | $75,388+10.7% | $123,544-32.4% | $55,725+49.8% |
| Participation rate | 99.8% | 75.7%+24.1pp | 82.3%+17.5pp | 70.9%+28.9pp |
| Annual return | -6.56% | 4.48%-11.0pp | 119.20%-125.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $10,911 | $3,063+256.2% | $4,628+135.8% | $2,078+425.0% |
| Participant deferral / active EE | $10,761 | $5,651+90.4% | $6,426+67.5% | $3,356+220.7% |
| Admin fee / account holder | $200 | $120+66.8% | $9,284-97.8% | $115+73.4% |