Filed May 10, 2018 (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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,250 |
TIAA3 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,956 | $42,894+67.8% | $60,874+18.2% | $68,494+5.1% |
| Participation rate | 89.5% | 66.8%+22.7pp | 73.1%+16.4pp | 67.9%+21.6pp |
| Annual return | -15.40% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,148 | $1,978+261.3% | $2,701+164.6% | $2,596+175.3% |
| Participant deferral / active EE | $8,022 | $2,867+179.8% | $3,817+110.2% | $4,027+99.2% |
| Admin fee / account holder | $41 | $3,101-98.7% | $3,224-98.7% | $5,403-99.2% |