Filed April 1, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: RESOLUTE WEALTH ADVISOR, INC Service code 27 · EIN 82-3396795 | Advisory (Plan) | $44,083 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,439 | $50,175+120.1% | $99,443+11.1% | $65,185+69.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 20.82% | 25.36%-4.5pp | 30.72%-9.9pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,107 | $1,496+174.5% | $2,540+61.7% | $2,177+88.7% |
| Participant deferral / active EE | $4,785 | $2,748+74.2% | $3,619+32.2% | $3,514+36.2% |
| Admin fee / account holder | $476 | $398+19.7% | $6,250-92.4% | $847-43.8% |