Filed May 27, 2021 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,269 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,229 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,639 |
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 | $35,940 | $86,897-58.6% | $151,611-76.3% | $64,808-44.5% |
| Participation rate | 91.0% | 87.3%+3.8pp | 87.5%+3.5pp | 71.5%+19.6pp |
| Annual return | -10.91% | -3.57%-7.3pp | 3.33%-14.2pp | 32.82%-43.7pp |
| Employer contribution / active EE | $4,408 | $4,010+9.9% | $6,166-28.5% | $2,506+75.9% |
| Participant deferral / active EE | $5,530 | $6,690-17.3% | $8,363-33.9% | $4,310+28.3% |
| Admin fee / account holder | $195 | $153+27.3% | $11,616-98.3% | $188+3.7% |