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 | $42,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,852 |
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).
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 | $218,386 | $60,989+258.1% | $60,874+258.8% | $66,914+226.4% |
| Participation rate | 94.2% | 74.5%+19.8pp | 73.1%+21.1pp | 69.8%+24.4pp |
| Annual return | -11.83% | -9.60%-2.2pp | 16.90%-28.7pp | 1.58%-13.4pp |
| Employer contribution / active EE | $8,635 | $2,661+224.6% | $2,701+219.7% | $2,544+239.4% |
| Participant deferral / active EE | $7,251 | $3,615+100.6% | $3,817+90.0% | $4,237+71.1% |
| Admin fee / account holder | $388 | $338+14.7% | $3,224-88.0% | $593-34.5% |