Filed January 4, 2008 (most recent of 3 filings on file)
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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $213,483 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $85,471 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $54,346 |
TANNER LLC5 years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $16,430 |
TANNER LLC1 year Filed as: O C TANNER COMPANY Service code 27 1930 SOUTH STATE ST · SALT LAKE CITY, UT 84115 | Advisory (Plan) | $16,390 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,063 | $76,173+141.6% | $81,382+126.2% | $199,593-7.8% |
| Participation rate | 99.1% | 76.3%+22.8pp | 69.5%+29.6pp | 72.0%+27.1pp |
| Annual return | 11.71% | 15.59%-3.9pp | 24.73%-13.0pp | 34.25%-22.5pp |
| Employer contribution / active EE | $9,241 | $2,792+231.0% | $2,463+275.2% | $3,034+204.6% |
| Participant deferral / active EE | $9,401 | $4,201+123.8% | $3,883+142.1% | $5,087+84.8% |
| Admin fee / account holder | $205 | $146+40.7% | $5,768-96.4% | $269-23.6% |