Filed August 5, 1996
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 · EIN 84-0467907 | Recordkeeping Fees | $71,578 |
KDV WEALTH MANAGEMENT, LLC2+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 · EIN 20-8172864 | Advisory (Plan) | $50,888 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $10,740 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 55 | Other Commissions | $7,626 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES Service code 55 400 ROBERT ST N 135 · ST PAUL, MN 55101 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,373 | $80,177-6.0% | $123,892-39.2% | $57,658+30.7% |
| Participation rate | 95.0% | 74.4%+20.5pp | 81.4%+13.6pp | 70.2%+24.8pp |
| Annual return | 8.98% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,658 | $2,913+25.6% | $4,617-20.8% | $1,974+85.3% |
| Participant deferral / active EE | $6,252 | $5,130+21.9% | $5,984+4.5% | $3,061+104.3% |
| Admin fee / account holder | $337 | $106+216.8% | $8,357-96.0% | $95+256.3% |