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 | $121,672 |
KDV WEALTH MANAGEMENT, LLC4+ years Filed as: KDV WEALTH MANAGEMENT Service code 27 · EIN 20-8172864 | Advisory (Plan) | $74,169 |
GOLDLEAF PARTNERS4+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $18,240 |
CARPENTER MORSE GROUP1 year Filed as: CARPENTER EVERT AND ASSOC LTD Service code 10 7760 FRANCE AVE S, STE 940 · BLOOMINGTON, MN 55435 | Accounting | $7,647 |
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 | $88,006 | $75,388+16.7% | $123,544-28.8% | $55,725+57.9% |
| Participation rate | 97.4% | 75.7%+21.8pp | 82.3%+15.1pp | 70.9%+26.6pp |
| Annual return | -5.78% | 4.48%-10.3pp | 119.20%-125.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,330 | $3,063-23.9% | $4,628-49.6% | $2,078+12.1% |
| Participant deferral / active EE | $8,798 | $5,651+55.7% | $6,426+36.9% | $3,356+162.2% |
| Admin fee / account holder | $557 | $120+364.9% | $9,284-94.0% | $115+383.4% |