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 | $47,677 |
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 | $98,347 | $57,976+69.6% | $62,995+56.1% | $62,292+57.9% |
| Participation rate | 99.5% | 75.9%+23.5pp | 74.8%+24.6pp | 69.5%+29.9pp |
| Annual return | 15.25% | 17.54%-2.3pp | 87.57%-72.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,444 | $2,415+42.6% | $2,759+24.8% | $2,042+68.7% |
| Participant deferral / active EE | $4,187 | $2,956+41.7% | $3,329+25.8% | $3,169+32.1% |
| Admin fee / account holder | $88 | $276-68.1% | $3,600-97.6% | $479-81.7% |