Filed October 2, 2001 (most recent of 2 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 ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $301,870 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $176,913 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $11,954 |
IVINS, PHILLIPS & BARKER3 years Filed as: IVINS PHILLIPS & BARKER CHTD Service code 26 · EIN 52-1229560 | Advisory (Participants) | $5,274 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,549 | $52,346+65.3% | $143,757-39.8% | $78,044+10.9% |
| Participation rate | 65.8% | 72.7%-6.9pp | 80.3%-14.5pp | 74.4%-8.7pp |
| Annual return | -15.01% | -14.19%-0.8pp | -0.04%-15.0pp | 10.87%-25.9pp |
| Employer contribution / active EE | $2,160 | $2,131+1.4% | $4,951-56.4% | $3,125-30.9% |
| Participant deferral / active EE | $5,316 | $3,800+39.9% | $5,637-5.7% | $5,084+4.6% |
| Admin fee / account holder | $106 | $63+67.7% | $14,673-99.3% | $79+34.7% |