Filed October 17, 1994
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 |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC1+ years Service code 27 220 PARK AVENUE SO · ST. CLOUD, MN 56301 | Advisory (Plan) | $26,033 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $10,000 |
BOHR, DAHM, GREIF & ASSOCIATES1+ years Filed as: BOHR, DAHM, GREIF & ASSOCIATES, P.C Service code 10 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $5,775 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,175 |
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 | $116,769 | $70,002+66.8% | $115,037+1.5% | $52,331+123.1% |
| Participation rate | 89.0% | 72.1%+16.9pp | 81.4%+7.6pp | 68.1%+20.9pp |
| Annual return | 1.27% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $682 | $2,715-74.9% | $4,608-85.2% | $1,882-63.8% |
| Participant deferral / active EE | $9,964 | $4,920+102.5% | $6,026+65.3% | $3,022+229.7% |
| Admin fee / account holder | $4 | $566-99.4% | $8,175-100.0% | $592-99.4% |