Filed December 31, 2004
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 | $159,447 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,922 |
Filed as: RESOURCES INVESTMENT Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,437 | $91,746-16.7% | $146,665-47.9% | $93,030-17.8% |
| Participation rate | 40.4% | 80.9%-40.5pp | 80.1%-39.7pp | 73.9%-33.5pp |
| Annual return | 15.27% | 18.28%-3.0pp | 22.74%-7.5pp | 158.70%-143.4pp |
| Employer contribution / active EE | $959 | $2,815-65.9% | $4,136-76.8% | $2,706-64.6% |
| Participant deferral / active EE | $2,469 | $4,589-46.2% | $5,506-55.2% | $4,562-45.9% |
| Admin fee / account holder | $113 | $101+11.3% | $10,280-98.9% | $152-25.7% |