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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $20,064 |
Service code 13 · EIN 41-0956552 | Contract Administrator | $6,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $5,837 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,139 |
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 | $36,665 | $66,601-44.9% | $92,893-60.5% | $67,579-45.7% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 71.3%+22.0pp |
| Annual return | 24.66% | 92.58%-67.9pp | 109.41%-84.7pp | 378.56%-353.9pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,966 | $3,157-6.0% | $4,236-30.0% | $3,539-16.2% |
| Admin fee / account holder | $111 | $199-44.4% | $5,794-98.1% | $142-22.3% |