Filed March 24, 2021
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,791 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $48,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,514 | $84,784+42.1% | $98,439+22.4% | $74,419+61.9% |
| Participation rate | 99.4% | 81.5%+17.8pp | 75.2%+24.2pp | 70.7%+28.6pp |
| Annual return | 16.80% | 20.59%-3.8pp | 21.16%-4.4pp | 34.38%-17.6pp |
| Employer contribution / active EE | $5,938 | $3,364+76.5% | $3,048+94.8% | $2,637+125.1% |
| Participant deferral / active EE | $7,924 | $5,218+51.9% | $4,738+67.3% | $4,528+75.0% |
| Admin fee / account holder | $32 | $204-84.5% | $8,948-99.6% | $348-90.9% |