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, LLC8+ years Service code 27 3800 AMERICAN BLVD STE 1000 · BLOOMINGTON, MN 55431 | Advisory (Plan) | $33,883 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,926 | $84,487+56.1% | $125,339+5.3% | $66,914+97.2% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | -15.81% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,125 | $3,553-68.3% | $4,814-76.6% | $2,544-55.8% |
| Participant deferral / active EE | $10,287 | $6,781+51.7% | $7,446+38.2% | $4,237+142.8% |
| Admin fee / account holder | $387 | $685-43.5% | $10,010-96.1% | $593-34.8% |