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) | $50,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $24,451 |
AFSI (316)2 years Service code 50 · EIN 25-1759623 | Direct Payment | $8,822 |
SARAH PADGETT1 year Filed as: SARAH WILMES Service code 56 6650 W. 110TH STREET · OVERLAND PARK, KS 66211 | Non-monetary compensation | $2,222 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
AMWERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 22-2725700 | 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 | $155,730 | $52,953+194.1% | $172,739-9.8% | $65,185+138.9% |
| Participation rate | 99.6% | 66.2%+33.4pp | 82.6%+16.9pp | 70.2%+29.4pp |
| Annual return | 21.11% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $4,264 | $2,190+94.7% | $5,143-17.1% | $2,177+95.9% |
| Participant deferral / active EE | $5,564 | $2,471+125.2% | $5,198+7.1% | $3,514+58.4% |
| Admin fee / account holder | $225 | $472-52.3% | $13,954-98.4% | $847-73.4% |