Filed October 14, 2015
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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,769 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,123 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $13,548 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,097 | $82,202-12.3% | $125,339-42.5% | $64,808+11.2% |
| Participation rate | 98.4% | 77.9%+20.5pp | 82.4%+16.0pp | 71.5%+26.9pp |
| Annual return | -15.43% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,052 | $3,615-43.2% | $4,814-57.4% | $2,506-18.1% |
| Participant deferral / active EE | $6,572 | $7,175-8.4% | $7,446-11.7% | $4,310+52.5% |
| Admin fee / account holder | $252 | $163+54.6% | $10,010-97.5% | $188+34.4% |