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 | $230,345 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $87,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,586 | $95,918-24.3% | $151,611-52.1% | $77,904-6.8% |
| Participation rate | 96.8% | 88.7%+8.1pp | 87.5%+9.3pp | 73.7%+23.1pp |
| Annual return | -17.02% | -5.50%-11.5pp | 3.33%-20.4pp | 12.21%-29.2pp |
| Employer contribution / active EE | $6,699 | $4,330+54.7% | $6,166+8.6% | $2,848+135.2% |
| Participant deferral / active EE | $5,701 | $7,508-24.1% | $8,363-31.8% | $4,806+18.6% |
| Admin fee / account holder | $159 | $93+70.1% | $11,616-98.6% | $133+19.7% |