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 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 662111676 | Other investment fees and expenses | $50,133 |
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 | $90,285 | $55,002+64.1% | $59,878+50.8% | $56,287+60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.49% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,531 | $2,448+3.4% | $2,722-7.0% | $2,111+19.9% |
| Participant deferral / active EE | $5,203 | $3,121+66.7% | $3,402+52.9% | $3,350+55.3% |
| Admin fee / account holder | $99 | $236-57.9% | $3,590-97.2% | $521-81.0% |