Filed July 18, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $85,209 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $60,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,295 | $69,823+17.9% | $77,163+6.7% | $74,419+10.6% |
| Participation rate | 88.7% | 70.0%+18.7pp | 69.6%+19.2pp | 70.7%+18.0pp |
| Annual return | 17.51% | 19.98%-2.5pp | 37.87%-20.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,057 | $3,558+42.2% | $3,833+31.9% | $4,528+11.7% |
| Admin fee / account holder | $206 | $398-48.1% | $5,472-96.2% | $348-40.7% |