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 | Claims processing; Direct payment fro... | $85,069 |
GRP FINANCIAL4 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,576 |
Filed as: SC&H ATTEST SERVICES P.C. Service code 10 · EIN 52-1743645 | Accounting | $15,692 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $107,173 | $88,122+21.6% | $141,162-24.1% | $67,579+58.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 23.77% | 75.40%-51.6pp | 71.39%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $11,162 | $3,224+246.2% | $4,735+135.7% | $2,148+419.7% |
| Participant deferral / active EE | $11,137 | $5,958+86.9% | $6,709+66.0% | $3,539+214.7% |
| Admin fee / account holder | $228 | $131+74.3% | $10,261-97.8% | $142+60.3% |