Filed January 3, 2005
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 15 · EIN 43-1451524 | Recordkeeping | $13,416 |
CVAGS, LLC5 years Service code 15 · EIN 27-2579538 | Recordkeeping | $11,687 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,006 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,585 | $104,475+30.7% | $159,436-14.3% | $79,386+72.1% |
| Participation rate | 96.0% | 76.6%+19.3pp | 82.8%+13.1pp | 70.7%+25.3pp |
| Annual return | 20.13% | 67.95%-47.8pp | 263.57%-243.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $2,386 | $3,417-30.2% | $4,829-50.6% | $2,427-1.7% |
| Participant deferral / active EE | $12,135 | $6,467+87.6% | $7,352+65.1% | $4,046+200.0% |
| Admin fee / account holder | $210 | $711-70.4% | $10,799-98.1% | $626-66.4% |