Filed June 25, 2015
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 | $51,415 |
KDV WEALTH MANAGEMENT, LLC2+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 · EIN 41-1431613 220 PARK AVENUE SO · ST. CLOUD, MN 56301 | Advisory (Plan) | $21,205 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $11,598 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,947 |
Filed as: EMPOWER RETIREMENT ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,380 | $57,921-25.1% | $84,750-48.8% | $57,658-24.8% |
| Participation rate | 31.1% | 72.9%-41.8pp | 76.6%-45.5pp | 70.2%-39.1pp |
| Annual return | 8.39% | 10.24%-1.8pp | 22.78%-14.4pp | 5.13%+3.3pp |
| Employer contribution / active EE | $545 | $2,598-79.0% | $3,574-84.7% | $1,974-72.4% |
| Participant deferral / active EE | $1,212 | $2,742-55.8% | $3,712-67.4% | $3,061-60.4% |
| Admin fee / account holder | $291 | $130+124.7% | $5,332-94.5% | $95+208.3% |