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 | $422,187 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $84,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $57,711 | $45,000+28.2% | $143,757-59.9% | $77,904-25.9% |
| Participation rate | 96.3% | 66.8%+29.4pp | 80.3%+16.0pp | 73.7%+22.6pp |
| Annual return | -10.72% | 29.03%-39.7pp | -0.04%-10.7pp | 12.21%-22.9pp |
| Employer contribution / active EE | $2,605 | $1,870+39.3% | $4,951-47.4% | $2,848-8.5% |
| Participant deferral / active EE | $5,131 | $3,157+62.5% | $5,637-9.0% | $4,806+6.8% |
| Admin fee / account holder | $103 | $98+4.5% | $14,673-99.3% | $133-22.4% |