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 | $61,322 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,405 |
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 | $84,383 | $98,727-14.5% | $113,168-25.4% | $85,563-1.4% |
| Participation rate | 73.3% | 80.8%-7.5pp | 76.6%-3.3pp | 66.0%+7.3pp |
| Annual return | 15.45% | 17.43%-2.0pp | 24.27%-8.8pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,052 | $2,907+5.0% | $2,975+2.6% | $2,654+15.0% |
| Participant deferral / active EE | $3,004 | $5,424-44.6% | $5,107-41.2% | $4,375-31.3% |
| Admin fee / account holder | $124 | $357-65.2% | $12,068-99.0% | $834-85.1% |