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 | $116,433 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 15 · EIN 82-1301701 | Recordkeeping | $42,140 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,328 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,932 | $88,890-19.1% | $102,423-29.8% | $77,643-7.4% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+24.9pp |
| Annual return | 6.59% | 24.98%-18.4pp | 29.32%-22.7pp | 31.24%-24.6pp |
| Employer contribution / active EE | $2,131 | $2,698-21.0% | $3,023-29.5% | $2,726-21.8% |
| Participant deferral / active EE | $5,424 | $5,145+5.4% | $5,053+7.3% | $4,647+16.7% |
| Admin fee / account holder | $221 | $235-6.2% | $9,451-97.7% | $430-48.7% |