Filed January 11, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,045 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,725 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $19,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,444 | $72,254+40.4% | $86,677+17.0% | $64,808+56.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -12.95% | 392.42%-405.4pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,728 | $2,393+14.0% | $2,836-3.8% | $2,506+8.9% |
| Participant deferral / active EE | $9,859 | $4,658+111.7% | $4,656+111.8% | $4,310+128.7% |
| Admin fee / account holder | $224 | $174+28.6% | $7,493-97.0% | $188+19.1% |