Filed October 26, 2004
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: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,849 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,575 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
OPPENHEIMER4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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 | $112,364 | $78,419+43.3% | $133,956-16.1% | $73,409+53.1% |
| Participation rate | 95.3% | 78.6%+16.7pp | 79.8%+15.4pp | 72.2%+23.1pp |
| Annual return | 12.62% | 33.35%-20.7pp | 45.09%-32.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $656 | $2,044-67.9% | $3,919-83.3% | $2,234-70.7% |
| Participant deferral / active EE | $8,422 | $3,925+114.6% | $5,048+66.8% | $3,805+121.3% |
| Admin fee / account holder | $10 | $161-93.9% | $8,927-99.9% | $158-93.7% |