See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $32,389 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,263 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,011 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,639 | $66,813+150.9% | $100,516+66.8% | $73,488+128.1% |
| Participation rate | 88.0% | 77.5%+10.5pp | 79.4%+8.6pp | 70.7%+17.3pp |
| Annual return | 20.49% | 25.70%-5.2pp | 30.89%-10.4pp | 28.51%-8.0pp |
| Employer contribution / active EE | $4,464 | $2,147+107.9% | $3,418+30.6% | $2,270+96.6% |
| Participant deferral / active EE | $9,038 | $5,883+53.6% | $6,270+44.2% | $3,740+141.7% |
| Admin fee / account holder | $459 | $512-10.4% | $8,081-94.3% | $513-10.6% |