Retirement plan

G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN

Name: G2 SOFTWARE SYSTEMS, INC. - G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN (2017) Form 5500
Creator: G2 SOFTWARE SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN, G2 SOFTWARE SYSTEMS, INC.

G2 SOFTWARE SYSTEMS, INC.EIN 33-0454802Plan #001PY 2017

4025 HANCOCK STREET, SUITE 105 - SAN DIEGO, CA 92110650-341-0306g2ss.comLinkedIn51-200 employeescomputer software

Other plans on this EIN

1 filing

#002Retirement-$7.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.7M

+25.7% from 2016

Total participants

166

-1.8% from 2016

Average account balance

$122,062

+21.2% from 2016

Annual return

20.02%

+9.64 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$28.37M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$217K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

131

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.12M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$586

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$57,107
SAN DIEGO PENSION CONSULTANTS1 year Service code 16 5628 COPLEY DRIVE · SAN DIEGO, CA 92111	Consulting	$840
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 33-0112654 401 S TRYON STREET · CHARLOTTE, NC 28288	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SQUAR, MILNER LLP
Auditor EIN: 330835986
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,062

$80,753+51.2%

$136,298-10.4%

$62,293+95.9%

Participation rate

77.2%

73.5%+3.6pp

81.9%-4.8pp

69.5%+7.6pp

Annual return

20.02%

35.83%-15.8pp

5156.27%-5136.2pp

28.90%-8.9pp

Employer contribution / active EE

$2,884-100.0%

$4,696-100.0%

$2,042-100.0%

Participant deferral / active EE

$10,272

$5,164+98.9%

$6,247+64.4%

$3,169+224.1%

Admin fee / account holder

$525-100.0%

$9,244-100.0%

$479-100.0%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$57,107

SAN DIEGO PENSION CONSULTANTS1 year

Service code 16

5628 COPLEY DRIVE · SAN DIEGO, CA 92111

Consulting

$840

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO ADVISORS

Service code 26 · EIN 33-0112654

401 S TRYON STREET · CHARLOTTE, NC 28288

Advisory (Participants)

G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion