Filed December 31, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $182,303 |
Filed as: RESOURCES INVESTMENT ADV Service code 13 · EIN 43-1451524 | Contract Administrator | $62,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,032 | $84,000-23.8% | $119,609-46.5% | $77,904-17.8% |
| Participation rate | 44.4% | 77.8%-33.4pp | 79.3%-34.9pp | 73.7%-29.3pp |
| Annual return | -16.45% | -11.59%-4.9pp | -14.97%-1.5pp | 12.21%-28.7pp |
| Employer contribution / active EE | $1,135 | $2,907-60.9% | $4,232-73.2% | $2,848-60.1% |
| Participant deferral / active EE | $2,996 | $4,705-36.3% | $5,602-46.5% | $4,806-37.7% |
| Admin fee / account holder | $210 | $116+81.0% | $10,323-98.0% | $133+58.1% |