Filed November 9, 2005
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,822 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $41,999 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $16,797 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,364 | $69,159-9.8% | $125,175-50.2% | $67,579-7.7% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 5.15% | 27.12%-22.0pp | 43.79%-38.6pp | 378.56%-373.4pp |
| Employer contribution / active EE | $339 | $2,023-83.2% | $3,865-91.2% | $2,148-84.2% |
| Participant deferral / active EE | $3,018 | $3,700-18.4% | $4,937-38.9% | $3,539-14.7% |
| Admin fee / account holder | $147 | $142+3.4% | $9,702-98.5% | $142+3.0% |