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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,595 |
NFP RETIREMENT INC3+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $17,618 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $9,321 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,214 |
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 | $60,210 | $100,041-39.8% | $149,718-59.8% | $70,131-14.1% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.1%+10.9pp | 69.5%+28.4pp |
| Annual return | 17.94% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,600 | $3,662-1.7% | $5,445-33.9% | $2,342+53.7% |
| Participant deferral / active EE | $5,498 | $4,983+10.3% | $6,569-16.3% | $3,332+65.0% |
| Admin fee / account holder | $162 | $8,286-98.0% | $11,283-98.6% | $4,645-96.5% |