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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,146 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,664 |
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 | $53,809 | $50,982+5.5% | $154,803-65.2% | $85,563-37.1% |
| Participation rate | 86.8% | 59.8%+27.0pp | 78.1%+8.7pp | 66.0%+20.8pp |
| Annual return | 12.17% | 30.35%-18.2pp | 58.88%-46.7pp | 31.51%-19.3pp |
| Employer contribution / active EE | $1,180 | $1,708-30.9% | $4,305-72.6% | $2,654-55.5% |
| Participant deferral / active EE | $2,909 | $2,474+17.6% | $5,540-47.5% | $4,375-33.5% |
| Admin fee / account holder | $232 | $846-72.6% | $14,329-98.4% | $834-72.2% |