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 | $95,165 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,389 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $46,103 | $72,254-36.2% | $86,677-46.8% | $64,808-28.9% |
| Participation rate | 96.5% | 80.4%+16.1pp | 76.6%+19.9pp | 71.5%+25.0pp |
| Annual return | -10.91% | 392.42%-403.3pp | 35.91%-46.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $1,745 | $2,393-27.1% | $2,836-38.5% | $2,506-30.3% |
| Participant deferral / active EE | $4,392 | $4,658-5.7% | $4,656-5.7% | $4,310+1.9% |
| Admin fee / account holder | $137 | $174-21.5% | $7,493-98.2% | $188-27.3% |