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: RELIANT INVESTMENT MANAGEMENT Service code 26 · EIN 62-1842540 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $30,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $876 |
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 | $117,796 | $196,842-40.2% | $134,143-12.2% | - |
| Participation rate | 99.0% | 71.6%+27.4pp | 72.2%+26.8pp | - |
| Annual return | 10.76% | 11.43%-0.7pp | 36.33%-25.6pp | - |
| Employer contribution / active EE | $2,727 | $2,386+14.3% | $3,704-26.4% | - |
| Participant deferral / active EE | $5,190 | $3,828+35.6% | $3,499+48.3% | - |
| Admin fee / account holder | $417 | $15,940-97.4% | $6,684-93.8% | - |