Filed December 13, 2006
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,985 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $13,500 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,500 |
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 | $76,923 | $58,694+31.1% | $142,863-46.2% | $85,850-10.4% |
| Participation rate | 84.3% | 58.5%+25.8pp | 71.9%+12.3pp | 69.3%+15.0pp |
| Annual return | 12.75% | 27.72%-15.0pp | 5637.54%-5624.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,194 | $1,423+54.2% | $4,144-47.1% | $2,565-14.5% |
| Participant deferral / active EE | $2,973 | $2,607+14.0% | $3,837-22.5% | $3,952-24.8% |
| Admin fee / account holder | $256 | $4,239-94.0% | $6,560-96.1% | $6,260-95.9% |