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 | $22,156 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,105 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,217 | $91,407+41.4% | $135,903-4.9% | $71,457+80.8% |
| Participation rate | 95.9% | 75.7%+20.3pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 22.69% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.2pp |
| Employer contribution / active EE | $3,351 | $3,703-9.5% | $4,856-31.0% | $2,588+29.5% |
| Participant deferral / active EE | $12,937 | $7,092+82.4% | $7,758+66.8% | $4,289+201.6% |
| Admin fee / account holder | $135 | $1,266-89.3% | $10,762-98.7% | $1,587-91.5% |