Filed September 8, 2015
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 26 · EIN 71-0294708 | Advisory (Participants) | $252,119 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 99 · EIN 43-1451524 | Other Fees | $39,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $22,816 |
HUTCHINSON AND BLOODGOOD LLP4 years Service code 99 · EIN 95-0858589 | Other Fees | $22,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,260 | $176,491-65.3% | $95,952-36.2% | $90,288-32.2% |
| Participation rate | 97.3% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+23.9pp |
| Annual return | 20.40% | 20.14%+0.3pp | 91.61%-71.2pp | 53.97%-33.6pp |
| Employer contribution / active EE | $1,654 | $2,789-40.7% | $2,541-34.9% | $2,524-34.5% |
| Participant deferral / active EE | $7,763 | $5,340+45.4% | $4,167+86.3% | $4,232+83.4% |
| Admin fee / account holder | $99 | $154-35.9% | $6,795-98.5% | $114-13.5% |