Filed March 1, 2005 (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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $56,141 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $34,340 |
Participant contribution per participant 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 | $83,985 | $79,124+6.1% | $60,874+38.0% | $64,808+29.6% |
| Participation rate | 96.1% | 77.7%+18.4pp | 73.1%+23.0pp | 71.5%+24.7pp |
| Annual return | -12.21% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $6,803 | $3,050+123.0% | $2,701+151.8% | $2,506+171.5% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $121 | $106+14.3% | $3,224-96.3% | $188-35.7% |