Retirement plan

GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN

Name: GRANDVIEW ANALYTICS, LLC C/O CARNOW AND ASSOCIATES, LTD. - GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN (2016) Form 5500
Creator: GRANDVIEW ANALYTICS, LLC C/O CARNOW AND ASSOCIATES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN, GRANDVIEW ANALYTICS, LLC C/O CARNOW AND ASSOCIATES, LTD.

GRANDVIEW ANALYTICS, LLC C/O CARNOW AND ASSOCIATES, LTD.EIN 46-4566243Plan #001PY 2016

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622grandviewanalytics.comLinkedIn11-50 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$175K

No prior year

Total participants

No prior year

Average account balance

$25,055

No prior year

Annual return

7.09%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.79M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

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.

185.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$506K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+13.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6587

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Expense breakdown

Schedule H Part II

Admin total

$652

$93 / participant

Other / not subdivided$652100.0%

% of EOY assets

0.372%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,055

$135,956-81.6%

$123,894-79.8%

$273,972-90.9%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

7.09%

56.63%-49.5pp

47.52%-40.4pp

41.46%-34.4pp

Employer contribution / active EE

$12,182

$5,170+135.7%

$4,617+163.9%

$4,869+150.2%

Participant deferral / active EE

$5,560

$6,343-12.3%

$5,984-7.1%

$5,287+5.2%

Admin fee / account holder

$93

$9,817-99.1%

$8,357-98.9%

$10,133-99.1%

GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion