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 | Investment management; Finders' fees ... | $91,438 |
GRP FINANCIAL6 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,877 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,717 | $104,317+34.9% | $159,436-11.7% | $86,799+62.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 15.03% | 26.32%-11.3pp | 263.57%-248.5pp | 97.91%-82.9pp |
| Employer contribution / active EE | $15,114 | $3,451+338.0% | $4,829+213.0% | $2,405+528.3% |
| Participant deferral / active EE | $15,950 | $6,837+133.3% | $7,352+116.9% | $4,131+286.1% |
| Admin fee / account holder | $207 | $172+20.1% | $10,799-98.1% | $170+22.0% |