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 | $26,605 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,872 |
ADP BROKER-DEALER10+ 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 | $160,711 | $101,317+58.6% | $146,958+9.4% | $74,495+115.7% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 19.11% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $3,140 | $3,810-17.6% | $4,933-36.3% | $2,623+19.7% |
| Participant deferral / active EE | $14,543 | $7,303+99.1% | $8,070+80.2% | $4,346+234.6% |
| Admin fee / account holder | $166 | $1,739-90.5% | $12,998-98.7% | $1,942-91.5% |