Filed November 17, 2025 (most recent of 2 filings on file)
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 3-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 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,124 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $625 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $301 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,495 | $130,194-59.7% | $169,993-69.1% | $71,457-26.5% |
| Participation rate | 75.6% | 86.1%-10.6pp | 87.0%-11.4pp | 67.9%+7.7pp |
| Annual return | 0.00% | 20.37%-20.4pp | 53.37%-53.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,060 | $4,381-53.0% | $6,785-69.6% | $2,588-20.4% |
| Participant deferral / active EE | $5,675 | $6,923-18.0% | $10,408-45.5% | $4,289+32.3% |
| Admin fee / account holder | $202 | $966-79.1% | $12,815-98.4% | $1,587-87.3% |