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 FINANCIAL5 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,134 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $42,884 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC&H ATTEST SERVICES P.C. Service code 10 · EIN 52-1743645 | Accounting | $16,212 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $6,860 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $125,318 | $100,801+24.3% | $149,696-16.3% | $73,409+70.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.40% | 265.34%-249.9pp | 276.60%-261.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $10,938 | $3,312+230.3% | $4,644+135.5% | $2,234+389.7% |
| Participant deferral / active EE | $11,477 | $6,404+79.2% | $6,842+67.8% | $3,805+201.6% |
| Admin fee / account holder | $180 | $181-0.3% | $9,309-98.1% | $158+14.2% |