Filed June 20, 2008
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 |
|---|---|---|
TIAA8+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $32,574 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $30,564 |
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 | $76,244 | $60,989+25.0% | $60,874+25.2% | $66,914+13.9% |
| Participation rate | 93.7% | 74.5%+19.2pp | 73.1%+20.6pp | 69.8%+23.9pp |
| Annual return | -12.95% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,011 | $2,661-24.4% | $2,701-25.5% | $2,544-20.9% |
| Participant deferral / active EE | $4,363 | $3,615+20.7% | $3,817+14.3% | $4,237+3.0% |
| Admin fee / account holder | $158 | $338-53.3% | $3,224-95.1% | $593-73.4% |