Filed September 9, 2019 (most recent of 4 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 42-0127290 | Contract Administrator | $164,723 |
Filed as: RESOURCES INVESTMENT ADV Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,866 |
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 | $78,281 | $110,699-29.3% | $177,821-56.0% | $90,288-13.3% |
| Participation rate | 99.5% | 88.3%+11.2pp | 87.7%+11.8pp | 73.4%+26.2pp |
| Annual return | 37.13% | 22.79%+14.3pp | 48.32%-11.2pp | 53.97%-16.8pp |
| Employer contribution / active EE | $7,399 | $4,118+79.7% | $5,918+25.0% | $2,524+193.2% |
| Participant deferral / active EE | $5,582 | $6,731-17.1% | $7,714-27.6% | $4,232+31.9% |
| Admin fee / account holder | $148 | $90+64.5% | $12,427-98.8% | $114+29.8% |