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) | $11,886 |
Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,319 |
RETIREMENT PLANNING SERVICES, INC.2 years Filed as: RETIREMENT PLANNING SERVICES Service code 13 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $3,377 |
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 | $15,499 | $48,576-68.1% | $169,463-90.9% | $56,287-72.5% |
| Participation rate | 89.6% | 65.8%+23.8pp | 77.8%+11.8pp | 69.9%+19.7pp |
| Annual return | -2.55% | -2.51%0pp | 1.83%-4.4pp | -9.96%+7.4pp |
| Employer contribution / active EE | $528 | $1,559-66.1% | $4,159-87.3% | $2,111-75.0% |
| Participant deferral / active EE | $4,531 | $3,275+38.4% | $5,277-14.1% | $3,350+35.3% |
| Admin fee / account holder | $73 | $435-83.1% | $9,109-99.2% | $521-85.9% |