See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $11,057 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $289 |
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 | $50,025 | $53,777-7.0% | $134,143-62.7% | $79,858-37.4% |
| Participation rate | 91.1% | 58.8%+32.3pp | 72.2%+18.9pp | 69.6%+21.4pp |
| Annual return | 14.81% | 19.01%-4.2pp | 36.33%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,110 | $1,321-16.0% | $3,704-70.0% | $2,471-55.1% |
| Participant deferral / active EE | $6,212 | $2,420+156.7% | $3,499+77.5% | $3,740+66.1% |
| Admin fee / account holder | $43 | $3,984-98.9% | $6,684-99.4% | $5,306-99.2% |