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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $33,058 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,144 |
BB&T7+ years Service code 50 · EIN 56-1368984 | Direct Payment | $6,417 |
BB&T IIA5 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $4,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,563 | $56,485-42.4% | $185,823-82.5% | $86,799-62.5% |
| Participation rate | 91.1% | 65.5%+25.6pp | 81.7%+9.4pp | 72.3%+18.8pp |
| Annual return | 5.94% | 118.04%-112.1pp | 122.05%-116.1pp | 97.91%-92.0pp |
| Employer contribution / active EE | $2,198 | $1,843+19.3% | $5,167-57.5% | $2,405-8.6% |
| Participant deferral / active EE | $3,568 | $2,553+39.7% | $5,568-35.9% | $4,131-13.6% |
| Admin fee / account holder | $110 | $150-26.2% | $16,237-99.3% | $170-34.9% |