Filed January 19, 2024 (most recent of 2 filings on file)
Total covered: 9 employees
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, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $20,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,731 |
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 | $76,041 | $88,890-14.5% | $102,423-25.8% | $77,643-2.1% |
| Participation rate | 99.6% | 80.9%+18.7pp | 76.5%+23.1pp | 70.6%+29.0pp |
| Annual return | 13.67% | 24.98%-11.3pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,107 | $2,698+15.2% | $3,023+2.8% | $2,726+14.0% |
| Participant deferral / active EE | $3,656 | $5,145-28.9% | $5,053-27.6% | $4,647-21.3% |
| Admin fee / account holder | $51 | $235-78.4% | $9,451-99.5% | $430-88.2% |