Filed February 25, 1997
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 | $92,094 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $22,824 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,129 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,906 | $73,404-47.0% | $87,100-55.3% | $67,579-42.4% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.9%+17.2pp | 71.3%+22.8pp |
| Annual return | 18.11% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $930 | $2,014-53.8% | $2,521-63.1% | $2,148-56.7% |
| Participant deferral / active EE | $2,961 | $3,913-24.3% | $4,049-26.9% | $3,539-16.4% |
| Admin fee / account holder | $296 | $142+109.0% | $7,497-96.1% | $142+108.0% |