Filed May 22, 2006 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $398,914 |
Service code 27 · EIN 59-4441424 | Advisory (Plan) | $63,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $42,000 |
MILES & STOCKBRIDGE1 year Service code 29 · EIN 52-1852131 | Legal | $6,116 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,539 | $45,382+13.6% | $154,107-66.6% | $75,289-31.5% |
| Participation rate | 98.7% | 65.9%+32.8pp | 83.0%+15.6pp | 72.4%+26.2pp |
| Annual return | -4.36% | -0.47%-3.9pp | 735.12%-739.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,206 | $1,533+43.9% | $5,298-58.4% | $2,405-8.3% |
| Participant deferral / active EE | $3,816 | $2,384+60.1% | $5,081-24.9% | $3,739+2.1% |
| Admin fee / account holder | $162 | $89+81.2% | $13,411-98.8% | $102+58.3% |