Filed December 13, 2017
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 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $28,258 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,688 | $57,921-45.3% | $84,750-62.6% | $57,658-45.0% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 70.2%+25.4pp |
| Annual return | 14.09% | 10.24%+3.9pp | 22.78%-8.7pp | 5.13%+9.0pp |
| Employer contribution / active EE | $1,805 | $2,598-30.5% | $3,574-49.5% | $1,974-8.5% |
| Participant deferral / active EE | $3,362 | $2,742+22.6% | $3,712-9.4% | $3,061+9.8% |
| Admin fee / account holder | $89 | $130-31.5% | $5,332-98.3% | $95-6.1% |