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 | $259,436 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $93,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,437 | $112,686-18.9% | $169,993-46.2% | $80,160+14.1% |
| Participation rate | 97.2% | 87.4%+9.8pp | 87.0%+10.2pp | 72.9%+24.3pp |
| Annual return | 21.51% | 67.04%-45.5pp | 53.37%-31.9pp | 40.38%-18.9pp |
| Employer contribution / active EE | $6,846 | $4,481+52.8% | $6,785+0.9% | $2,978+129.9% |
| Participant deferral / active EE | $6,372 | $7,876-19.1% | $10,408-38.8% | $5,017+27.0% |
| Admin fee / account holder | $177 | $99+79.1% | $12,815-98.6% | $145+22.4% |