Filed June 30, 2014
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: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 662111676 | Advisory (Plan) | $36,000 |
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 | $116,986 | $70,083+66.9% | $59,878+95.4% | $55,725+109.9% |
| Participation rate | 97.4% | 78.4%+19.1pp | 74.7%+22.7pp | 70.9%+26.6pp |
| Annual return | -3.05% | 3.13%-6.2pp | 3.46%-6.5pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,545 | $2,878+57.9% | $2,722+67.0% | $2,078+118.7% |
| Participant deferral / active EE | $3,558 | $3,079+15.6% | $3,402+4.6% | $3,356+6.0% |
| Admin fee / account holder | $40 | $70-43.3% | $3,590-98.9% | $115-65.4% |