Filed August 23, 2018 (most recent of 3 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 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, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $194,291 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $88,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,644 | $64,612+185.8% | $86,436+113.6% | $64,808+184.9% |
| Participation rate | 54.1% | 81.5%-27.4pp | 80.3%-26.3pp | 71.5%-17.4pp |
| Annual return | -17.70% | 0.66%-18.4pp | 4394.89%-4412.6pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,800 | $2,744+74.9% | $3,769+27.4% | $2,506+91.5% |
| Participant deferral / active EE | $4,773 | $7,497-36.3% | $6,952-31.3% | $4,310+10.7% |
| Admin fee / account holder | $412 | $169+143.9% | $6,731-93.9% | $188+119.6% |