Filed October 18, 2004
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 |
|---|---|---|
RESOURCES MANAGEMENT CORPORATION4+ years Service code 26 · EIN 06-0944880 | Advisory (Participants) | $18,636 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,702 | $59,186+21.1% | $76,768-6.6% | $56,287+27.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 77.0%+18.1pp | 69.9%+25.2pp |
| Annual return | -4.00% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,883 | $1,759+7.1% | $2,485-24.2% | $2,111-10.8% |
| Participant deferral / active EE | $3,563 | $3,255+9.5% | $3,852-7.5% | $3,350+6.4% |
| Admin fee / account holder | $381 | $489-22.1% | $6,675-94.3% | $521-26.8% |