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 INC5+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $20,343 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES, INC Service code 13 · EIN 45-0514557 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $11,333 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,522 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,517 |
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 | $92,287 | $109,359-15.6% | $162,163-43.1% | $72,985+26.4% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 23.43% | 25.46%-2.0pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,871 | $3,907-0.9% | $5,614-31.0% | $2,440+58.7% |
| Participant deferral / active EE | $6,168 | $5,481+12.5% | $7,298-15.5% | $3,607+71.0% |
| Admin fee / account holder | $233 | $7,972-97.1% | $10,843-97.9% | $5,124-95.5% |