Filed September 13, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $206,032 |
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $62,855 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISERS, INC. Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Service code 52 · EIN 13-3317783 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,595 | $67,512-48.8% | $185,823-81.4% | $93,030-62.8% |
| Participation rate | 93.7% | 67.1%+26.5pp | 81.7%+12.0pp | 73.9%+19.8pp |
| Annual return | 16.89% | 21.04%-4.2pp | 122.05%-105.2pp | 158.70%-141.8pp |
| Employer contribution / active EE | $1,093 | $1,783-38.7% | $5,167-78.8% | $2,706-59.6% |
| Participant deferral / active EE | $2,489 | $3,035-18.0% | $5,568-55.3% | $4,562-45.4% |
| Admin fee / account holder | $153 | $318-51.8% | $16,237-99.1% | $152+1.1% |