Filed June 30, 2014
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 Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 662111676 | Advisory (Plan) | $36,000 |
TIAA4 years Service code 27 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Advisory (Plan) | $17,070 |
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 | $137,025 | $84,948+61.3% | $70,449+94.5% | $73,409+86.7% |
| Participation rate | 97.0% | 79.9%+17.1pp | 75.1%+22.0pp | 72.2%+24.8pp |
| Annual return | 10.83% | 13.39%-2.6pp | 109.03%-98.2pp | 59.29%-48.5pp |
| Employer contribution / active EE | $2,401 | $2,834-15.3% | $2,737-12.3% | $2,234+7.5% |
| Participant deferral / active EE | $4,245 | $3,387+25.3% | $3,709+14.5% | $3,805+11.5% |
| Admin fee / account holder | $61 | $98-37.5% | $3,845-98.4% | $158-61.2% |