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 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 | Contract Administrator | $16,575 |
AFSI (316)1 year Filed as: AFSI 316 Service code 50 · EIN 25-1759623 | Direct Payment | $9,236 |
Service code 49 · EIN 04-1590850 | Other Services | $7,340 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 13-3352347 | 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 | $168,275 | $52,293+221.8% | $178,490-5.7% | $73,409+129.2% |
| Participation rate | 99.6% | 65.3%+34.3pp | 81.9%+17.7pp | 72.2%+27.4pp |
| Annual return | 11.85% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $4,130 | $1,735+138.0% | $5,011-17.6% | $2,234+84.9% |
| Participant deferral / active EE | $5,538 | $2,332+137.5% | $5,202+6.5% | $3,805+45.5% |
| Admin fee / account holder | $218 | $127+71.2% | $13,984-98.4% | $158+38.1% |