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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $19,347 |
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $4,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,165 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,187 | $54,590-17.2% | $81,930-44.8% | $73,488-38.5% |
| Participation rate | 95.7% | 68.3%+27.4pp | 72.0%+23.7pp | 70.7%+25.0pp |
| Annual return | 6.77% | 17.74%-11.0pp | 29.49%-22.7pp | 28.51%-21.7pp |
| Employer contribution / active EE | $3,789 | $1,636+131.6% | $4,310-12.1% | $2,270+66.9% |
| Participant deferral / active EE | $2,971 | $2,759+7.7% | $7,107-58.2% | $3,740-20.5% |
| Admin fee / account holder | $104 | $592-82.4% | $5,158-98.0% | $513-79.7% |