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 | $108,210 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,230 |
ADP BROKER-DEALER9+ 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 | $68,301 | $99,078-31.1% | $96,544-29.3% | $74,419-8.2% |
| Participation rate | 96.2% | 80.7%+15.5pp | 76.0%+20.2pp | 70.7%+25.5pp |
| Annual return | 40.12% | 22.48%+17.6pp | 25.84%+14.3pp | 34.38%+5.7pp |
| Employer contribution / active EE | $1,934 | $2,570-24.8% | $2,965-34.8% | $2,637-26.7% |
| Participant deferral / active EE | $4,879 | $4,933-1.1% | $4,851+0.6% | $4,528+7.8% |
| Admin fee / account holder | $154 | $225-31.5% | $8,252-98.1% | $348-55.8% |