Filed August 6, 2020 (most recent of 2 filings on file)
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: GROVE POINT FINANCIAL,LLC Service code 17 · EIN 52-1321340 | Pension Consulting | $51,420 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $17,411 |
Filed as: ROLAND CRISS Service code 14 · EIN 75-2866255 | Plan Administrator | $12,330 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $11,760 |
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 | $40,914 | $86,897-52.9% | $151,611-73.0% | $64,808-36.9% |
| Participation rate | 96.5% | 87.3%+9.3pp | 87.5%+9.0pp | 71.5%+25.1pp |
| Annual return | -15.34% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,267 | $4,010-43.5% | $6,166-63.2% | $2,506-9.5% |
| Participant deferral / active EE | $5,786 | $6,690-13.5% | $8,363-30.8% | $4,310+34.2% |
| Admin fee / account holder | $147 | $153-4.0% | $11,616-98.7% | $188-21.8% |