Filed July 25, 2018 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $394,799 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $76,000 |
SEIM JOHNSON, LLP1 year Filed as: SEIM JOHNSON LLP Service code 10 · EIN 47-6097913 | Accounting | $11,100 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIAMOND HILL4 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
IVY FUNDS5 years Service code 52 · EIN 45-3036374 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,911 | $67,512+43.5% | $185,823-47.8% | $93,030+4.2% |
| Participation rate | 98.3% | 67.1%+31.2pp | 81.7%+16.6pp | 73.9%+24.4pp |
| Annual return | 15.28% | 21.04%-5.8pp | 122.05%-106.8pp | 158.70%-143.4pp |
| Employer contribution / active EE | $3,958 | $1,783+122.0% | $5,167-23.4% | $2,706+46.3% |
| Participant deferral / active EE | $5,551 | $3,035+82.9% | $5,568-0.3% | $4,562+21.7% |
| Admin fee / account holder | $125 | $318-60.7% | $16,237-99.2% | $152-17.7% |