Filed February 19, 2020 (most recent of 4 filings on file)
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 52 · EIN 84-0467907 | Indirect Investment Fees | $374,961 |
LPL FINANCIAL7+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $100,000 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $100,000 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 45-3036428 | Indirect Investment Fees | $0 |
JANUS HENDERSON5 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,634 | $101,517-48.2% | $142,863-63.2% | $101,517-48.2% |
| Participation rate | 43.4% | 74.6%-31.2pp | 71.9%-28.5pp | 74.6%-31.2pp |
| Annual return | 16.08% | 21.00%-4.9pp | 5637.54%-5621.5pp | 21.00%-4.9pp |
| Employer contribution / active EE | $845 | $2,973-71.6% | $4,144-79.6% | $2,973-71.6% |
| Participant deferral / active EE | $1,703 | $4,873-65.1% | $3,837-55.6% | $4,873-65.1% |
| Admin fee / account holder | $118 | $139-15.3% | $6,560-98.2% | $139-15.3% |