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 | $98,795 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,857 |
ADP BROKER-DEALER7+ 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 | $51,406 | $185,342-72.3% | $111,297-53.8% | $86,799-40.8% |
| Participation rate | 94.3% | 81.0%+13.3pp | 77.3%+17.0pp | 72.3%+22.0pp |
| Annual return | 11.51% | 500.80%-489.3pp | 54.65%-43.1pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,093 | $2,246-51.3% | $2,731-60.0% | $2,405-54.6% |
| Participant deferral / active EE | $3,919 | $4,458-12.1% | $4,487-12.7% | $4,131-5.1% |
| Admin fee / account holder | $267 | $255+4.6% | $7,964-96.6% | $170+57.6% |