Filed January 6, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
BOULAY PLLP4 years Filed as: BOULAY FINANCIAL ADVISORS LLC Service code 27 11095 VIKING DRIVE · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,090 | $101,672+134.2% | $147,117+61.8% | $74,478+219.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.77% | 8757.83%-8740.1pp | 420.54%-402.8pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $14,874 | $3,813+290.1% | $4,932+201.6% | $2,626+466.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $56 | $1,753-96.8% | $12,993-99.6% | $1,946-97.1% |