Filed June 22, 2006 (most recent of 2 filings on file)
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, LLC Service code 28 · EIN 43-1451524 | Investment Management | $48,284 |
TSC 401K3 years Service code 13 · EIN 41-0955056 | Contract Administrator | $34,391 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,601 | $61,058+14.0% | $71,209-2.3% | $85,563-18.7% |
| Participation rate | 99.4% | 58.6%+40.9pp | 73.8%+25.7pp | 66.0%+33.5pp |
| Annual return | 17.36% | 100.41%-83.0pp | 282.51%-265.1pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,432 | $2,199-34.9% | $2,721-47.4% | $2,654-46.0% |
| Participant deferral / active EE | $7,516 | $3,173+136.9% | $4,175+80.0% | $4,375+71.8% |
| Admin fee / account holder | $266 | $855-68.9% | $5,349-95.0% | $834-68.2% |