Filed December 30, 1992
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) | $26,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $20,715 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $8,994 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,319 | $72,254+44.4% | $86,677+20.4% | $64,808+61.0% |
| Participation rate | 71.7% | 80.4%-8.7pp | 76.6%-4.8pp | 71.5%+0.3pp |
| Annual return | -11.77% | 392.42%-404.2pp | 35.91%-47.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $868 | $2,393-63.7% | $2,836-69.4% | $2,506-65.4% |
| Participant deferral / active EE | $4,948 | $4,658+6.2% | $4,656+6.3% | $4,310+14.8% |
| Admin fee / account holder | $107 | $174-38.4% | $7,493-98.6% | $188-42.9% |