Filed August 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,371 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,855 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,065 | $44,734-44.0% | $99,443-74.8% | $67,579-62.9% |
| Participation rate | 46.9% | 66.2%-19.3pp | 73.8%-26.9pp | 71.3%-24.4pp |
| Annual return | 17.57% | 32.45%-14.9pp | 30.72%-13.2pp | 378.56%-361.0pp |
| Employer contribution / active EE | $682 | $1,261-45.9% | $2,540-73.1% | $2,148-68.2% |
| Participant deferral / active EE | $1,221 | $2,731-55.3% | $3,619-66.3% | $3,539-65.5% |
| Admin fee / account holder | $114 | $120-4.6% | $6,250-98.2% | $142-19.8% |