Filed April 8, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $186,396 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $46,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,367 | $71,142-33.4% | $119,609-60.4% | $64,808-26.9% |
| Participation rate | 98.9% | 78.6%+20.3pp | 79.3%+19.6pp | 71.5%+27.4pp |
| Annual return | -16.27% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,733 | $2,497-30.6% | $4,232-59.1% | $2,506-30.9% |
| Participant deferral / active EE | $4,966 | $4,490+10.6% | $5,602-11.4% | $4,310+15.2% |
| Admin fee / account holder | $354 | $162+118.5% | $10,323-96.6% | $188+88.6% |