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, LLC3+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $27,127 |
GOLDLEAF PARTNERS3+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $10,000 |
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,178 |
BOHR, DAHM, GREIF & ASSOCIATES3+ years Filed as: BOHR, DAHM, GREIF & ASSOCIATES, P.C Service code 10 1845 51ST STREET NE · CEDAR RAPIDS, IA 52402 | Accounting | $6,000 |
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 | $132,340 | $80,753+63.9% | $136,294-2.9% | $62,292+112.5% |
| Participation rate | 84.0% | 73.5%+10.4pp | 81.9%+2.0pp | 69.5%+14.4pp |
| Annual return | 21.82% | 35.83%-14.0pp | 5155.94%-5134.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $708 | $2,884-75.5% | $4,695-84.9% | $2,042-65.4% |
| Participant deferral / active EE | $9,581 | $5,164+85.5% | $6,247+53.4% | $3,169+202.3% |
| Admin fee / account holder | $40 | $525-92.4% | $9,243-99.6% | $479-91.7% |