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 | $280,540 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $101,603 |
1ST CREDIT UNION1 year Service code 14 · EIN 23-1360906 | Plan Administrator | $4,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,241 | $122,693-15.0% | $184,203-43.4% | $199,593-47.8% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 16.34% | 143.91%-127.6pp | 28.81%-12.5pp | 34.25%-17.9pp |
| Employer contribution / active EE | $6,827 | $4,584+48.9% | $6,427+6.2% | $3,034+125.0% |
| Participant deferral / active EE | $6,824 | $7,990-14.6% | $9,131-25.3% | $5,087+34.1% |
| Admin fee / account holder | $187 | $121+55.4% | $13,901-98.7% | $269-30.3% |