Filed April 17, 2017 (most recent of 2 filings on file)
Total covered: 12 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 |
|---|---|---|
RIDGEWORTH9+ years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $191,040 |
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $172,736 |
MMA SECURITIES LLC2 years Service code 28 · EIN 22-3570392 | Investment Management | $45,000 |
WARADY & DAVIS LLP2 years Service code 10 · EIN 39-2170602 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,769 | $112,623-5.2% | $106,213+0.5% | $199,593-46.5% |
| Participation rate | 99.9% | 86.2%+13.7pp | 75.3%+24.6pp | 72.0%+27.9pp |
| Annual return | 25.36% | 15.57%+9.8pp | 116.14%-90.8pp | 34.25%-8.9pp |
| Employer contribution / active EE | $4,780 | $4,575+4.5% | $3,171+50.7% | $3,034+57.5% |
| Participant deferral / active EE | $6,414 | $6,659-3.7% | $5,016+27.9% | $5,087+26.1% |
| Admin fee / account holder | $285 | $107+166.8% | $11,033-97.4% | $269+6.2% |