Filed May 18, 1989
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,480 |
PRONVEST4 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,636 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,697 |
BB&T5 years Service code 50 · EIN 56-1368984 | Direct Payment | $3,806 |
BB&T IIA4 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $2,398 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,486 | $66,528-63.2% | $86,874-71.8% | $86,799-71.8% |
| Participation rate | 76.9% | 72.4%+4.6pp | 71.6%+5.3pp | 72.3%+4.7pp |
| Annual return | 12.00% | 19.56%-7.6pp | 63.52%-51.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,240 | $3,240-61.7% | $3,699-66.5% | $4,131-70.0% |
| Admin fee / account holder | $107 | $148-27.8% | $5,828-98.2% | $170-36.9% |