Filed December 9, 2021
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 6-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 Service code 26 · EIN 43-1451524 11101 SWITZER ROAD SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $31,426 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,928 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,519 | $104,919-47.1% | $116,228-52.2% | $85,563-35.1% |
| Participation rate | 97.8% | 78.6%+19.1pp | 74.6%+23.2pp | 66.0%+31.8pp |
| Annual return | 17.23% | 15.38%+1.8pp | 90.06%-72.8pp | 31.51%-14.3pp |
| Employer contribution / active EE | $3,037 | $3,485-12.9% | $2,994+1.4% | $2,654+14.5% |
| Participant deferral / active EE | $5,163 | $5,306-2.7% | $4,953+4.2% | $4,375+18.0% |
| Admin fee / account holder | $170 | $429-60.4% | $11,989-98.6% | $834-79.7% |