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 |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $24,989 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 15 · EIN 94-3106735 | Recordkeeping | $20,645 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,398 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $1,097 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,512 | $136,307-47.5% | $177,821-59.8% | $73,488-2.7% |
| Participation rate | 88.3% | 86.1%+2.2pp | 87.7%+0.6pp | 70.7%+17.6pp |
| Annual return | 15.71% | 18.68%-3.0pp | 48.32%-32.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,533 | $3,712-31.8% | $5,918-57.2% | $2,270+11.6% |
| Participant deferral / active EE | $4,523 | $5,829-22.4% | $7,714-41.4% | $3,740+20.9% |
| Admin fee / account holder | $180 | $596-69.7% | $12,427-98.5% | $513-64.8% |