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 | $38,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value 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 | $252,090 | $53,822+368.4% | $75,696+233.0% | $85,850+193.6% |
| Participation rate | 94.7% | 69.1%+25.7pp | 74.8%+19.9pp | 69.3%+25.4pp |
| Annual return | 12.51% | 24.54%-12.0pp | 104.53%-92.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $8,499 | $2,017+321.4% | $2,743+209.9% | $2,565+231.3% |
| Participant deferral / active EE | $7,203 | $2,895+148.8% | $3,821+88.5% | $3,952+82.3% |
| Admin fee / account holder | $391 | $3,343-88.3% | $3,619-89.2% | $6,260-93.8% |