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) | $47,274 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,191 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $14,729 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $835 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,011 | $71,142-10.0% | $119,609-46.5% | $64,808-1.2% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.3%+15.0pp | 71.5%+22.8pp |
| Annual return | -14.43% | -10.01%-4.4pp | -14.97%+0.5pp | 32.82%-47.2pp |
| Employer contribution / active EE | $661 | $2,497-73.5% | $4,232-84.4% | $2,506-73.6% |
| Participant deferral / active EE | $3,999 | $4,490-10.9% | $5,602-28.6% | $4,310-7.2% |
| Admin fee / account holder | $161 | $162-0.7% | $10,323-98.4% | $188-14.3% |