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 28 · EIN 43-1451524 | Investment Management | $37,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $12,097 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,168 | $43,327+362.0% | $59,878+234.3% | $64,186+211.9% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | 19.03% | -1.55%+20.6pp | 3.46%+15.6pp | 7.63%+11.4pp |
| Employer contribution / active EE | $7,696 | $2,028+279.4% | $2,722+182.8% | $2,381+223.3% |
| Participant deferral / active EE | $6,458 | $2,546+153.6% | $3,402+89.8% | $3,470+86.1% |
| Admin fee / account holder | $296 | $3,005-90.2% | $3,590-91.8% | $4,888-93.9% |