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 | $85,498 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,762 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,717 | $185,342-78.6% | $111,297-64.3% | $86,799-54.2% |
| Participation rate | 80.5% | 81.0%-0.5pp | 77.3%+3.2pp | 72.3%+8.2pp |
| Annual return | 12.76% | 500.80%-488.0pp | 54.65%-41.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,448 | $2,246+9.0% | $2,731-10.4% | $2,405+1.8% |
| Participant deferral / active EE | $2,837 | $4,458-36.4% | $4,487-36.8% | $4,131-31.3% |
| Admin fee / account holder | $316 | $255+23.9% | $7,964-96.0% | $170+86.6% |