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 | $85,951 |
KDV WEALTH MANAGEMENT, LLC3+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 · EIN 20-8172864 | Advisory (Plan) | $62,135 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $27,716 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $823 |
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 | $86,314 | $155,795-44.6% | $136,294-36.7% | $69,631+24.0% |
| Participation rate | 98.1% | 75.2%+22.8pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 18.19% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,747 | $2,991-8.1% | $4,695-41.5% | $2,032+35.2% |
| Participant deferral / active EE | $7,047 | $5,394+30.6% | $6,247+12.8% | $3,224+118.6% |
| Admin fee / account holder | $421 | $128+228.4% | $9,243-95.4% | $110+281.4% |