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 | $354,710 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,201 | $56,095+10.9% | $178,490-65.2% | $90,288-31.1% |
| Participation rate | 91.4% | 65.6%+25.8pp | 81.9%+9.4pp | 73.4%+18.0pp |
| Annual return | 15.22% | 28.81%-13.6pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $2,265 | $1,572+44.0% | $5,011-54.8% | $2,524-10.3% |
| Participant deferral / active EE | $4,247 | $2,669+59.1% | $5,202-18.4% | $4,232+0.3% |
| Admin fee / account holder | $83 | $101-17.5% | $13,984-99.4% | $114-27.2% |