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 | $36,209 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,774 |
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 | $29,343 | $51,447-43.0% | $104,607-71.9% | $73,409-60.0% |
| Participation rate | 34.1% | 68.2%-34.1pp | 74.1%-39.9pp | 72.2%-38.0pp |
| Annual return | 13.25% | 25.06%-11.8pp | 340.46%-327.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $600 | $1,441-58.4% | $2,681-77.6% | $2,234-73.1% |
| Participant deferral / active EE | $1,097 | $3,058-64.1% | $3,740-70.7% | $3,805-71.2% |
| Admin fee / account holder | $111 | $122-8.6% | $6,473-98.3% | $158-29.4% |