See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,966 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $24,980 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $3,699 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 18 · EIN 94-3106735 | Custodial (other than securities) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,134 | $121,341-36.4% | $189,513-59.3% | $79,386-2.8% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.8%+5.1pp | 70.7%+22.2pp |
| Annual return | 14.76% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $2,846 | $3,915-27.3% | $6,162-53.8% | $2,427+17.2% |
| Participant deferral / active EE | $4,646 | $6,395-27.4% | $8,221-43.5% | $4,046+14.8% |
| Admin fee / account holder | $214 | $651-67.2% | $12,045-98.2% | $626-65.9% |