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 | $26,189 |
NFP RETIREMENT INC4+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $19,507 |
Service code 13 | Contract Administrator | $9,671 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,888 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC Service code 13 · EIN 45-0514557 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $1,105 |
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 | $71,766 | $79,523-9.8% | $140,016-48.7% | $56,287+27.5% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.2pp |
| Annual return | -5.24% | 2.39%-7.6pp | 651.12%-656.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,566 | $3,350+6.5% | $5,606-36.4% | $2,111+68.9% |
| Participant deferral / active EE | $5,541 | $5,129+8.0% | $6,927-20.0% | $3,350+65.4% |
| Admin fee / account holder | $225 | $614-63.4% | $10,705-97.9% | $521-56.9% |