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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,077 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,591 | $50,666-25.8% | $76,817-51.1% | $65,185-42.3% |
| Participation rate | 90.8% | 68.8%+22.0pp | 72.1%+18.7pp | 70.2%+20.6pp |
| Annual return | 24.64% | 28.51%-3.9pp | 1166.11%-1141.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,436 | $1,575+54.7% | $2,302+5.8% | $2,177+11.9% |
| Participant deferral / active EE | $4,876 | $2,647+84.2% | $3,336+46.2% | $3,514+38.8% |
| Admin fee / account holder | $177 | $463-61.7% | $6,420-97.2% | $847-79.1% |