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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $47,588 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $14,760 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,888 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $328 |
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 | $76,702 | $86,225-11.0% | $146,665-47.7% | $86,799-11.6% |
| Participation rate | 97.1% | 78.0%+19.2pp | 80.1%+17.1pp | 72.3%+24.9pp |
| Annual return | 19.99% | 31.23%-11.2pp | 22.74%-2.8pp | 97.91%-77.9pp |
| Employer contribution / active EE | $896 | $2,392-62.5% | $4,136-78.3% | $2,405-62.7% |
| Participant deferral / active EE | $3,591 | $4,245-15.4% | $5,506-34.8% | $4,131-13.1% |
| Admin fee / account holder | $159 | $195-18.8% | $10,280-98.5% | $170-6.4% |