Filed January 16, 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 INC Service code 72 · EIN 43-1451524 11221 ROE AVE, STE200 · LEAWOOD, KS 66211 | Other investment fees and expenses | $24,662 |
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 | $91,328 | $51,769+76.4% | $57,343+59.3% | $52,331+74.5% |
| Participation rate | 98.4% | 75.2%+23.1pp | 75.1%+23.3pp | 68.1%+30.2pp |
| Annual return | 1.46% | 2.43%-1.0pp | 24.39%-22.9pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,908 | $2,335+24.5% | $2,689+8.2% | $1,882+54.5% |
| Participant deferral / active EE | $3,727 | $2,794+33.4% | $3,162+17.8% | $3,022+23.3% |
| Admin fee / account holder | $48 | $295-83.8% | $3,356-98.6% | $592-91.9% |