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 | $158,152 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1415152 | Advisory (Plan) | $136,965 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,216 | $91,372-28.6% | $129,995-49.8% | $74,419-12.4% |
| Participation rate | 97.9% | 77.8%+20.1pp | 78.5%+19.4pp | 70.7%+27.1pp |
| Annual return | 16.53% | 23.21%-6.7pp | -137.18%+153.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,928 | $2,563-24.8% | $4,320-55.4% | $2,637-26.9% |
| Participant deferral / active EE | $5,466 | $4,721+15.8% | $5,820-6.1% | $4,528+20.7% |
| Admin fee / account holder | $548 | $283+93.3% | $10,614-94.8% | $348+57.5% |