Filed July 22, 2006
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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,341 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,167 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 3030 NORTH ROCKY POINT DRIVE · TAMPA, FL 33607 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,567 | $30,979-65.9% | $67,711-84.4% | $59,188-82.1% |
| Participation rate | 63.3% | 40.5%+22.8pp | 67.5%-4.3pp | 69.4%-6.2pp |
| Annual return | 1.27% | -1.74%+3.0pp | 25.41%-24.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $241 | $807-70.1% | $2,559-90.6% | $2,098-88.5% |
| Participant deferral / active EE | $918 | $1,603-42.7% | $3,585-74.4% | $3,265-71.9% |
| Admin fee / account holder | $28 | $81-65.4% | $4,255-99.3% | $92-69.6% |