Filed January 23, 2017
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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $48,306 |
Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,900 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $14,700 |
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 | $56,437 | $96,900-41.8% | $111,392-49.3% | $75,289-25.0% |
| Participation rate | 96.1% | 85.9%+10.2pp | 78.9%+17.2pp | 72.4%+23.7pp |
| Annual return | -3.97% | 1.66%-5.6pp | -2.06%-1.9pp | -0.04%-3.9pp |
| Employer contribution / active EE | $3,011 | $5,520-45.5% | $4,328-30.4% | $2,405+25.2% |
| Participant deferral / active EE | $5,257 | $6,494-19.0% | $5,567-5.6% | $3,739+40.6% |
| Admin fee / account holder | $147 | $105+39.9% | $12,266-98.8% | $102+43.7% |