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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $103,563 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $50,000 |
WESTMINSTER CONSULTING, LLC2 years Service code 26 · EIN 45-3679779 | Advisory (Participants) | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,242 | $46,292-6.6% | $143,757-69.9% | $64,808-33.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $6 | $1,910-99.7% | $4,951-99.9% | $2,506-99.8% |
| Participant deferral / active EE | $5,442 | $2,646+105.7% | $5,637-3.5% | $4,310+26.3% |
| Admin fee / account holder | $138 | $154-10.2% | $14,673-99.1% | $188-26.5% |