Filed December 14, 2011
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 |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,323 |
DENALI WEALTH MANAGEMENT2 years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $18,838 |
Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W. MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $6,879 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $269 |
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 | $43,850 | $58,083-24.5% | $80,019-45.2% | $56,287-22.1% |
| Participation rate | 83.6% | 73.6%+10.0pp | 75.8%+7.8pp | 69.9%+13.8pp |
| Annual return | 14.68% | 34.61%-19.9pp | 11.22%+3.5pp | -9.96%+24.6pp |
| Employer contribution / active EE | $508 | $1,932-73.7% | $2,468-79.4% | $2,111-75.9% |
| Participant deferral / active EE | $3,776 | $3,135+20.4% | $3,686+2.4% | $3,350+12.7% |
| Admin fee / account holder | $144 | $623-76.8% | $6,521-97.8% | $521-72.3% |