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 | $183,024 |
Filed as: RESOURCES INVESTMENT ADV Service code 26 · EIN 43-1451524 | Advisory (Participants) | $25,000 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $12,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $75,633 | $84,993-11.0% | $129,995-41.8% | $80,160-5.6% |
| Participation rate | 36.9% | 79.5%-42.6pp | 78.5%-41.6pp | 72.9%-36.0pp |
| Annual return | 15.99% | 23.76%-7.8pp | -137.18%+153.2pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,140 | $3,051-62.6% | $4,320-73.6% | $2,978-61.7% |
| Participant deferral / active EE | $2,864 | $4,984-42.5% | $5,820-50.8% | $5,017-42.9% |
| Admin fee / account holder | $138 | $391-64.7% | $10,614-98.7% | $145-4.7% |