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) | $53,863 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,230 | $45,382+10.7% | $154,107-67.4% | $75,289-33.3% |
| Participation rate | 97.3% | 65.9%+31.4pp | 83.0%+14.3pp | 72.4%+24.9pp |
| Annual return | -4.49% | -0.47%-4.0pp | 735.12%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,133 | $1,533+39.2% | $5,298-59.7% | $2,405-11.3% |
| Participant deferral / active EE | $3,809 | $2,384+59.8% | $5,081-25.0% | $3,739+1.9% |
| Admin fee / account holder | $20 | $89-77.3% | $13,411-99.8% | $102-80.1% |