Filed December 30, 2022
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 Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $22,908 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,395 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $7,924 |
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 | $111,275 | $99,957+11.3% | $149,696-25.7% | $73,488+51.4% |
| Participation rate | 88.1% | 75.7%+12.4pp | 82.5%+5.6pp | 70.7%+17.4pp |
| Annual return | 15.81% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,689 | $3,191-47.1% | $4,644-63.6% | $2,270-25.6% |
| Participant deferral / active EE | $7,356 | $6,073+21.1% | $6,842+7.5% | $3,740+96.7% |
| Admin fee / account holder | $264 | $551-52.1% | $9,309-97.2% | $513-48.6% |