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 | $47,499 |
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 | $90,684 | $68,408+32.6% | $57,179+58.6% | $57,658+57.3% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 6.28% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,621 | $2,869-8.6% | $2,682-2.3% | $1,974+32.8% |
| Participant deferral / active EE | $3,370 | $2,903+16.1% | $3,096+8.9% | $3,061+10.1% |
| Admin fee / account holder | $90 | $70+29.6% | $3,139-97.1% | $95-4.5% |