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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.
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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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,172 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,226 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,769 | $76,670+109.7% | $96,683+66.3% | $71,457+125.0% |
| Participation rate | 88.4% | 66.6%+21.8pp | 74.3%+14.0pp | 67.9%+20.5pp |
| Annual return | 18.92% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,456 | $3,031+14.0% | $3,737-7.5% | $2,588+33.5% |
| Participant deferral / active EE | $7,118 | $3,771+88.8% | $4,878+45.9% | $4,289+66.0% |
| Admin fee / account holder | $363 | $2,028-82.1% | $6,730-94.6% | $1,587-77.1% |