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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · HORSHAOVERLAND PARK, KS 66210 | Advisory (Plan) | $18,854 |
MARQUIS PENSION, LLC6 years Service code 13 107 BENNETTS FARM RD · RIDGEFIELD, CT 06877 | Contract Administrator | $10,774 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,393 | $72,254-59.3% | $86,677-66.1% | $64,808-54.6% |
| Participation rate | 58.2% | 80.4%-22.2pp | 76.6%-18.4pp | 71.5%-13.3pp |
| Annual return | -16.42% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $986 | $2,393-58.8% | $2,836-65.2% | $2,506-60.7% |
| Participant deferral / active EE | $2,542 | $4,658-45.4% | $4,656-45.4% | $4,310-41.0% |
| Admin fee / account holder | $120 | $174-31.1% | $7,493-98.4% | $188-36.2% |