See peer percentile detail. $4.99 for your first month.
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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. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,135 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,503 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,810 | $84,487-37.5% | $125,339-57.9% | $66,914-21.1% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.1pp | 69.8%+20.7pp |
| Annual return | -16.47% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,256 | $3,553+19.8% | $4,814-11.6% | $2,544+67.3% |
| Participant deferral / active EE | $8,217 | $6,781+21.2% | $7,446+10.4% | $4,237+93.9% |
| Admin fee / account holder | $210 | $685-69.3% | $10,010-97.9% | $593-64.6% |