Filed April 18, 2016
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 |
|---|---|---|
DENALI WEALTH MANAGEMENT6+ years Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $43,941 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,766 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,546 |
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 | $90,341 | $79,519+13.6% | $95,952-5.8% | $73,409+23.1% |
| Participation rate | 97.7% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 17.96% | 19.20%-1.2pp | 91.61%-73.7pp | 59.29%-41.3pp |
| Employer contribution / active EE | $4,037 | $2,048+97.1% | $2,541+58.9% | $2,234+80.7% |
| Participant deferral / active EE | $4,515 | $4,138+9.1% | $4,167+8.4% | $3,805+18.7% |
| Admin fee / account holder | $108 | $184-41.6% | $6,795-98.4% | $158-31.8% |