Filed July 25, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $474,108 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $181,605 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $80,798 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,593 | $99,062-81.2% | $129,207-85.6% | $99,062-81.2% |
| Participation rate | 90.7% | 71.6%+19.1pp | 69.6%+21.1pp | 71.6%+19.1pp |
| Annual return | 16.91% | 17.66%-0.7pp | 9417.33%-9400.4pp | 17.66%-0.7pp |
| Employer contribution / active EE | $1,180 | $3,262-63.8% | $4,153-71.6% | $3,262-63.8% |
| Participant deferral / active EE | $3,410 | $5,331-36.0% | $4,168-18.2% | $5,331-36.0% |
| Admin fee / account holder | $111 | $109+1.6% | $7,715-98.6% | $109+1.6% |