Filed June 14, 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 INVESTEMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,029 |
Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,641 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $1,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,116 | $52,639-77.0% | $185,117-93.5% | $62,292-80.6% |
| Participation rate | 85.8% | 63.9%+22.0pp | 77.3%+8.6pp | 69.5%+16.3pp |
| Annual return | 18.16% | 19.57%-1.4pp | 40.50%-22.3pp | 28.90%-10.7pp |
| Employer contribution / active EE | $587 | $1,483-60.4% | $4,182-86.0% | $2,042-71.3% |
| Participant deferral / active EE | $3,644 | $3,097+17.7% | $5,045-27.8% | $3,169+15.0% |
| Admin fee / account holder | $86 | $374-77.1% | $8,159-98.9% | $479-82.1% |