Filed May 22, 2006 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $338,497 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $63,000 |
MILES & STOCKBRIDGE2 years Service code 29 · EIN 52-1852131 | Legal | $7,242 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,244 | $47,456+22.7% | $172,739-66.3% | $77,787-25.1% |
| Participation rate | 96.1% | 66.3%+29.9pp | 82.6%+13.5pp | 73.2%+22.9pp |
| Annual return | 17.67% | 35.57%-17.9pp | 802.84%-785.2pp | 32.57%-14.9pp |
| Employer contribution / active EE | $2,423 | $1,574+53.9% | $5,143-52.9% | $2,504-3.2% |
| Participant deferral / active EE | $3,894 | $2,560+52.1% | $5,198-25.1% | $3,967-1.8% |
| Admin fee / account holder | $103 | $81+27.2% | $13,954-99.3% | $100+2.8% |