Filed January 26, 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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $78,332 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,120 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,487 | $79,519-57.9% | $95,952-65.1% | $73,409-54.4% |
| Participation rate | 77.7% | 81.2%-3.5pp | 77.1%+0.6pp | 72.2%+5.5pp |
| Annual return | 9.69% | 19.20%-9.5pp | 91.61%-81.9pp | 59.29%-49.6pp |
| Employer contribution / active EE | $2,174 | $2,048+6.2% | $2,541-14.4% | $2,234-2.7% |
| Participant deferral / active EE | $2,440 | $4,138-41.0% | $4,167-41.4% | $3,805-35.9% |
| Admin fee / account holder | $275 | $184+49.2% | $6,795-96.0% | $158+74.2% |