Filed December 6, 2005
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) | $33,333 |
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 | Advisory (Plan) | $13,899 |
Service code 49 · EIN 04-1590850 | Other Services | $8,964 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 | Advisory (Plan) | $4,592 |
AFSI (316)1 year Service code 50 · EIN 25-1759623 | Direct Payment | $1,340 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ABA FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | 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 | $142,284 | $47,977+196.6% | $154,107-7.7% | $56,287+152.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -2.04% | 3.54%-5.6pp | 735.12%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $4,442 | $2,169+104.8% | $5,298-16.1% | $2,111+110.4% |
| Participant deferral / active EE | $5,622 | $2,392+135.1% | $5,081+10.7% | $3,350+67.8% |
| Admin fee / account holder | $34 | $438-92.3% | $13,411-99.7% | $521-93.5% |