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 INC6+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $22,678 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES, INC Service code 13 · EIN 45-0514557 8009 34TH AVE S · MINNEAPOLIS, MN 55425 | Contract Administrator | $13,020 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,044 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,454 |
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 | $104,607 | $136,307-23.3% | $177,821-41.2% | $73,488+42.3% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.5pp |
| Annual return | 17.69% | 18.68%-1.0pp | 48.32%-30.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,179 | $3,712+12.6% | $5,918-29.4% | $2,270+84.1% |
| Participant deferral / active EE | $6,258 | $5,829+7.4% | $7,714-18.9% | $3,740+67.4% |
| Admin fee / account holder | $249 | $596-58.2% | $12,427-98.0% | $513-51.4% |