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; Float revenue; Par... | $91,789 |
GRP FINANCIAL8 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,549 |
NATIONAL FINANCIAL SERVICES9+ 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 | $136,494 | $91,407+49.3% | $135,903+0.4% | $71,457+91.0% |
| Participation rate | 98.6% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 17.40% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $6,982 | $3,703+88.5% | $4,856+43.8% | $2,588+169.8% |
| Participant deferral / active EE | $14,202 | $7,092+100.3% | $7,758+83.1% | $4,289+231.2% |
| Admin fee / account holder | $231 | $1,266-81.7% | $10,762-97.8% | $1,587-85.4% |