Filed April 4, 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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,506 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $44,829 |
WRIGHT FORD YOUNG & CO4 years Service code 99 16140 SAND CANYON AVE 2ND FLR · IRVINE, CA 92618 | Other Fees | $7,250 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $2,568 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,081 | $101,499+173.0% | $147,005+88.5% | $74,546+271.7% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 13.71% | 8732.34%-8718.6pp | 418.76%-405.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,922 | $3,811-23.3% | $4,934-40.8% | $2,624+11.3% |
| Participant deferral / active EE | $14,727 | $7,304+101.6% | $8,070+82.5% | $4,347+238.8% |
| Admin fee / account holder | $679 | $1,748-61.2% | $13,006-94.8% | $1,944-65.1% |