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 | $44,959 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,060 | $55,125-38.2% | $109,895-69.0% | $86,799-60.8% |
| Participation rate | 38.1% | 70.1%-32.0pp | 74.2%-36.1pp | 72.3%-34.2pp |
| Annual return | 13.63% | 26.20%-12.6pp | 29.45%-15.8pp | 97.91%-84.3pp |
| Employer contribution / active EE | $742 | $1,558-52.4% | $2,842-73.9% | $2,405-69.1% |
| Participant deferral / active EE | $1,416 | $3,337-57.6% | $4,048-65.0% | $4,131-65.7% |
| Admin fee / account holder | $138 | $141-1.8% | $6,066-97.7% | $170-18.3% |