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 55 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Other Commissions | $49,154 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,790 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467909 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,006 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATION, INC Service code 13 · EIN 35-2325143 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Contract Administrator | $0 |
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 | $35,011 | $46,173-24.2% | $170,442-79.5% | $69,631-49.7% |
| Participation rate | 93.0% | 63.9%+29.1pp | 83.6%+9.4pp | 70.7%+22.3pp |
| Annual return | 15.11% | 21.62%-6.5pp | 205.93%-190.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $1,279 | $1,610-20.5% | $5,433-76.4% | $2,032-37.0% |
| Participant deferral / active EE | $2,650 | $2,080+27.4% | $4,939-46.4% | $3,224-17.8% |
| Admin fee / account holder | $150 | $116+29.5% | $13,880-98.9% | $110+36.0% |