Filed August 31, 2016
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 |
|---|---|---|
RETIREMENT & BENEFIT PARTNERS1+ years Service code 10 · EIN 59-3331424 | Accounting | $20,000 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,890 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $18,662 |
LPL FINANCIAL1+ years Service code 99 P. O. BOX 502533 · SAN DIEGO, CA 921502533 | Other Fees | $10,000 |
SCOLARDO, FETTER, GRIZANTI, PC1+ years Service code 29 · EIN 16-1119912 | Legal | $5,415 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. COMP Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
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 | $163,828 | $62,324+162.9% | $68,509+139.1% | $55,191+196.8% |
| Participation rate | 95.8% | 78.9%+16.9pp | 74.7%+21.1pp | 69.2%+26.6pp |
| Annual return | 1.09% | 4.26%-3.2pp | 8.27%-7.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $6,034 | $2,223+171.5% | $2,278+164.9% | $1,899+217.8% |
| Participant deferral / active EE | $7,617 | $3,425+122.4% | $3,382+125.2% | $3,046+150.0% |
| Admin fee / account holder | $205 | $91+124.2% | $5,275-96.1% | $91+125.7% |