Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
RESOURCES INVESTMENT ADVISORS LLC10+ years Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $103,246 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467909 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,710 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 11101 SWITZER RD., SUITE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,830 | $50,820-13.8% | $155,567-71.8% | $77,671-43.6% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 11.55% | 34.85%-23.3pp | 64.74%-53.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $1,727 | $1,993-13.4% | $4,674-63.1% | $2,726-36.7% |
| Participant deferral / active EE | $3,871 | $2,823+37.1% | $5,628-31.2% | $4,648-16.7% |
| Admin fee / account holder | $225 | $436-48.4% | $15,916-98.6% | $430-47.8% |