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 | $24,539 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,839 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,632 | $84,487+30.9% | $125,339-11.7% | $66,914+65.3% |
| Participation rate | 94.7% | 76.4%+18.3pp | 82.4%+12.4pp | 69.8%+24.9pp |
| Annual return | -18.25% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $3,041 | $3,553-14.4% | $4,814-36.8% | $2,544+19.5% |
| Participant deferral / active EE | $13,071 | $6,781+92.8% | $7,446+75.5% | $4,237+208.5% |
| Admin fee / account holder | $138 | $685-79.9% | $10,010-98.6% | $593-76.8% |