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 | $109,274 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,440 |
ADP BROKER-DEALER6+ 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 | $46,000 | $79,519-42.2% | $95,952-52.1% | $73,409-37.3% |
| Participation rate | 94.8% | 81.2%+13.6pp | 77.1%+17.7pp | 72.2%+22.6pp |
| Annual return | 10.53% | 19.20%-8.7pp | 91.61%-81.1pp | 59.29%-48.8pp |
| Employer contribution / active EE | $1,019 | $2,048-50.3% | $2,541-59.9% | $2,234-54.4% |
| Participant deferral / active EE | $3,387 | $4,138-18.2% | $4,167-18.7% | $3,805-11.0% |
| Admin fee / account holder | $288 | $184+56.3% | $6,795-95.8% | $158+82.5% |