Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,579 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $29,490 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,749 | $64,286+17.8% | $90,951-16.7% | $73,409+3.2% |
| Participation rate | 97.2% | 63.6%+33.6pp | 69.0%+28.2pp | 72.2%+25.1pp |
| Annual return | 7.22% | 21.45%-14.2pp | 134.60%-127.4pp | 59.29%-52.1pp |
| Employer contribution / active EE | $1,181 | $895+32.0% | $2,122-44.4% | $2,234-47.1% |
| Participant deferral / active EE | $4,253 | $2,453+73.4% | $3,373+26.1% | $3,805+11.8% |
| Admin fee / account holder | $182 | $287-36.5% | $5,959-96.9% | $158+15.5% |