Filed January 4, 2008 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $187,893 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $105,352 |
TANNER LLC1 year Service code 10 · EIN 20-2253063 | Accounting | $17,900 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,900 | $72,066+170.4% | $81,930+137.9% | $90,288+115.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 72.0%+28.0pp | 73.4%+26.6pp |
| Annual return | 14.29% | 15.92%-1.6pp | 29.49%-15.2pp | 53.97%-39.7pp |
| Employer contribution / active EE | $5,791 | $2,335+148.0% | $4,310+34.4% | $2,524+129.4% |
| Participant deferral / active EE | $8,767 | $3,557+146.5% | $7,107+23.4% | $4,232+107.2% |
| Admin fee / account holder | $170 | $92+84.4% | $5,158-96.7% | $114+49.5% |