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 |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,780 |
KDV WEALTH MANAGEMENT, LLC4+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $28,575 |
GOLDLEAF PARTNERS4+ years Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $10,000 |
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 | $110,728 | $73,102+51.5% | $123,544-10.4% | $56,287+96.7% |
| Participation rate | 90.6% | 74.3%+16.3pp | 82.3%+8.3pp | 69.9%+20.7pp |
| Annual return | -3.26% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,039 | $2,977-65.1% | $4,628-77.5% | $2,111-50.8% |
| Participant deferral / active EE | $10,486 | $5,423+93.4% | $6,426+63.2% | $3,350+213.0% |
| Admin fee / account holder | $191 | $554-65.6% | $9,284-97.9% | $521-63.4% |