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 13 · EIN 42-0127290 | Contract Administrator | $42,663 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 13 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Contract Administrator | $33,672 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · 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 | $35,485 | $60,545-41.4% | $92,233-61.5% | $69,631-49.0% |
| Participation rate | 99.1% | 72.2%+27.0pp | 76.5%+22.7pp | 70.7%+28.5pp |
| Annual return | 15.48% | 19.71%-4.2pp | 176.28%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,342 | $2,633-11.1% | $3,679-36.4% | $2,032+15.2% |
| Participant deferral / active EE | $4,234 | $2,828+49.7% | $3,897+8.7% | $3,224+31.3% |
| Admin fee / account holder | $167 | $145+15.3% | $5,194-96.8% | $110+51.2% |