Filed June 17, 1
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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $18,330 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,099 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $544 |
GOLDLEAF PARTNERS1+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,743 | $82,032-35.7% | $123,104-57.2% | $59,632-11.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | -1.99% | 5.12%-7.1pp | 13.22%-15.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $3,275 | $3,297-0.6% | $5,151-36.4% | $2,203+48.7% |
| Participant deferral / active EE | $5,133 | $4,667+10.0% | $6,230-17.6% | $3,192+60.8% |
| Admin fee / account holder | $121 | $5,881-97.9% | $9,015-98.7% | $4,297-97.2% |