Filed November 30, 2011
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 |
|---|---|---|
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 8009 34TH AVE S, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $22,179 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,562 | $62,928-84.8% | $172,739-94.5% | $67,579-85.9% |
| Participation rate | 75.6% | 64.5%+11.1pp | 82.6%-7.1pp | 71.3%+4.3pp |
| Annual return | 28.90% | 30.36%-1.5pp | 802.84%-773.9pp | 378.56%-349.7pp |
| Employer contribution / active EE | $24 | $1,636-98.5% | $5,143-99.5% | $2,148-98.9% |
| Participant deferral / active EE | $1,151 | $2,145-46.3% | $5,198-77.9% | $3,539-67.5% |
| Admin fee / account holder | $1 | $167-99.6% | $13,954-100.0% | $142-99.5% |