Filed January 26, 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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $31,181 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,471 |
GIBSON CAPITAL, LLC1 year Filed as: GIBSON RUDDOCK PATTERSON LLC Service code 10 600 SUNLAND PARK DR STE 6300 · EL PASO, TX 79912 | Accounting | $8,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,204 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,779 | $65,118-49.7% | $76,768-57.3% | $55,725-41.2% |
| Participation rate | 81.0% | 79.6%+1.4pp | 77.0%+4.0pp | 70.9%+10.1pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,273 | $1,941+17.1% | $2,485-8.5% | $2,078+9.4% |
| Participant deferral / active EE | $2,518 | $3,688-31.7% | $3,852-34.6% | $3,356-25.0% |
| Admin fee / account holder | $229 | $116+98.0% | $6,675-96.6% | $115+99.2% |