Filed February 16, 1996
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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $49,366 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,290 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $10,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,720 | $55,441+18.5% | $76,002-13.5% | $77,671-15.4% |
| Participation rate | 66.8% | 63.6%+3.2pp | 69.1%-2.3pp | 70.6%-3.8pp |
| Annual return | 17.21% | 17.08%+0.1pp | 360.07%-342.9pp | 31.21%-14.0pp |
| Employer contribution / active EE | $1,544 | $1,789-13.7% | $2,688-42.6% | $2,726-43.4% |
| Participant deferral / active EE | $5,562 | $3,451+61.2% | $4,257+30.7% | $4,648+19.7% |
| Admin fee / account holder | $175 | $407-56.9% | $6,414-97.3% | $430-59.3% |