Retirement plan

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

Name: GRANDVIEW ANALYTICS, LLC - GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN (2017) Form 5500
Creator: GRANDVIEW ANALYTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANDVIEW ANALYTICS, LLC PROFIT SHARING/401(K) PLAN, GRANDVIEW ANALYTICS, LLC

GRANDVIEW ANALYTICS, LLCEIN 46-4566243Plan #001PY 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$537K

+206.0% from 2016

Total participants

0.0% from 2016

Average account balance

$76,672

+206.0% from 2016

Annual return

110.40%

+103.31 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$727 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.948%

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

$76,672

$150,447-49.0%

$136,298-43.7%

$147,586-48.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

110.40%

1049.15%-938.8pp

5156.27%-5045.9pp

578.59%-468.2pp

Employer contribution / active EE

$17,514

$5,256+233.2%

$4,696+273.0%

$4,876+259.2%

Participant deferral / active EE

$6,443

$6,631-2.8%

$6,247+3.1%

$5,439+18.5%

Admin fee / account holder

$727

$10,906-93.3%

$9,244-92.1%

$10,886-93.3%

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