Filed July 9, 2015 (most recent of 3 filings on file)
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 11221 ROE AVE · LEAWOOD, KS 66211 | Advisory (Plan) | $58,654 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,325 |
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 | $55,436 | $44,989+23.2% | $170,442-67.5% | $77,958-28.9% |
| Participation rate | 97.7% | 64.6%+33.1pp | 83.6%+14.1pp | 71.6%+26.1pp |
| Annual return | 18.07% | 19.61%-1.5pp | 205.93%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $2,758 | $1,466+88.1% | $5,433-49.2% | $2,310+19.4% |
| Participant deferral / active EE | $3,223 | $2,208+46.0% | $4,939-34.8% | $3,537-8.9% |
| Admin fee / account holder | $22 | $69-68.0% | $13,880-99.8% | $97-77.3% |