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 | $89,253 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,034 |
PEGGY S. EDGE, CPA, LLC3 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,500 |
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 | $45,420 | $99,078-54.2% | $96,544-53.0% | $74,419-39.0% |
| Participation rate | 74.9% | 80.7%-5.7pp | 76.0%-1.0pp | 70.7%+4.2pp |
| Annual return | 15.31% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,630 | $2,570+2.3% | $2,965-11.3% | $2,637-0.3% |
| Participant deferral / active EE | $3,175 | $4,933-35.6% | $4,851-34.5% | $4,528-29.9% |
| Admin fee / account holder | $339 | $225+51.0% | $8,252-95.9% | $348-2.5% |