Filed November 27, 1995
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,800 |
NFP RETIREMENT INC2+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $27,337 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 13 PO BOX 86 · MINNEAPOLIS, MN 554862371 | Contract Administrator | $400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,856 | $37,044+7.6% | $71,796-44.5% | $57,658-30.9% |
| Participation rate | 79.3% | 61.1%+18.2pp | 69.1%+10.2pp | 70.2%+9.0pp |
| Annual return | 10.17% | 12.64%-2.5pp | 78.04%-67.9pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,900 | $1,974+46.9% | $2,794+3.8% | $3,061-5.3% |
| Admin fee / account holder | $103 | $101+1.7% | $4,815-97.9% | $95+8.6% |