Filed December 13, 2006
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,249 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,915 | $48,335+11.5% | $121,098-55.5% | $71,457-24.5% |
| Participation rate | 92.7% | 54.3%+38.5pp | 69.5%+23.3pp | 67.9%+24.8pp |
| Annual return | 15.40% | 23.32%-7.9pp | 985.75%-970.4pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,754 | $1,489+85.0% | $4,164-33.9% | $2,588+6.4% |
| Participant deferral / active EE | $2,822 | $2,754+2.5% | $4,080-30.8% | $4,289-34.2% |
| Admin fee / account holder | $220 | $1,841-88.1% | $5,644-96.1% | $1,587-86.2% |