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.6+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $22,632 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,821 |
WILSON-MCSHANE CORPORATION2 years Service code 13 · EIN 41-0956552 | Contract Administrator | $6,000 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,948 |
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 | $39,526 | $91,517-56.8% | $101,248-61.0% | $73,409-46.2% |
| Participation rate | 93.9% | 73.8%+20.1pp | 75.8%+18.1pp | 72.2%+21.7pp |
| Annual return | 17.95% | 17.17%+0.8pp | 46.47%-28.5pp | 59.29%-41.3pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,858 | $3,338-14.4% | $4,370-34.6% | $3,805-24.9% |
| Admin fee / account holder | $114 | $216-47.3% | $5,945-98.1% | $158-28.0% |