Filed June 23, 2015
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 |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $80,847 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $16,981 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $8,145 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NUVEEN5 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,966 | $121,341+20.3% | $189,513-23.0% | $79,386+83.9% |
| Participation rate | 98.0% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 11.34% | 21.08%-9.7pp | 555.15%-543.8pp | 116.85%-105.5pp |
| Employer contribution / active EE | $4,037 | $3,915+3.1% | $6,162-34.5% | $2,427+66.3% |
| Participant deferral / active EE | $5,915 | $6,395-7.5% | $8,221-28.1% | $4,046+46.2% |
| Admin fee / account holder | $26 | $651-96.1% | $12,045-99.8% | $626-95.9% |