Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $26,873 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 53 · EIN 23-1702591 | Insurance Commissions | $2,730 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 46-5215217 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
IVY FUNDS5 years Service code 52 · EIN 45-3046545 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,323 | $50,956+112.6% | $96,562+12.2% | $86,799+24.8% |
| Participation rate | 98.3% | 65.2%+33.0pp | 69.8%+28.5pp | 72.3%+26.0pp |
| Annual return | 12.85% | 21.27%-8.4pp | 37.78%-24.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,895 | $1,111+160.6% | $2,356+22.8% | $2,405+20.3% |
| Participant deferral / active EE | $5,763 | $2,954+95.1% | $3,849+49.7% | $4,131+39.5% |
| Admin fee / account holder | $78 | $166-52.8% | $6,181-98.7% | $170-53.8% |