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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $124,083 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $64,737 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $101,127 | $99,078+2.1% | $96,544+4.7% | $74,419+35.9% |
| Participation rate | 99.5% | 80.7%+18.9pp | 76.0%+23.6pp | 70.7%+28.8pp |
| Annual return | 18.84% | 22.48%-3.6pp | 25.84%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,586 | $2,570+0.6% | $2,965-12.8% | $2,637-1.9% |
| Participant deferral / active EE | $9,385 | $4,933+90.2% | $4,851+93.5% | $4,528+107.3% |
| Admin fee / account holder | $251 | $225+11.8% | $8,252-97.0% | $348-27.8% |