Filed June 2, 2025
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 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $86,290 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $34,987 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,945 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,878 | $100,227-29.3% | $169,993-58.3% | $74,419-4.8% |
| Participation rate | 78.3% | 87.3%-9.0pp | 87.0%-8.7pp | 70.7%+7.6pp |
| Annual return | 18.08% | 66.08%-48.0pp | 53.37%-35.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,997 | $4,263-53.1% | $6,785-70.6% | $2,637-24.3% |
| Participant deferral / active EE | $7,232 | $7,143+1.2% | $10,408-30.5% | $4,528+59.7% |
| Admin fee / account holder | $217 | $234-7.4% | $12,815-98.3% | $348-37.6% |