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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $18,731 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,672 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,971 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $14,647 |
KETTLE CORP1 year Service code 25 330 LYNNWAY · LYNN, MA 01901 | Directed Trustee | $11,321 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 3030 N ROCKY POINT DR W. · TAMPA, FL 33607 | Advisory (Plan) | $11,312 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,277 |
SCHOFER DILLBERG & COMPANY5+ years Service code 10 190 N MAIN ST THIRD FL · NATLICK, MA 01760 | Accounting | $9,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,601 | $55,790-34.4% | $76,817-52.4% | $67,579-45.8% |
| Participation rate | 65.9% | 71.1%-5.2pp | 72.1%-6.2pp | 71.3%-5.4pp |
| Annual return | 55.55% | 64.45%-8.9pp | 1166.11%-1110.6pp | 378.56%-323.0pp |
| Employer contribution / active EE | $1,637 | $1,810-9.6% | $2,302-28.9% | $2,148-23.8% |
| Participant deferral / active EE | $3,104 | $2,875+8.0% | $3,336-6.9% | $3,539-12.3% |
| Admin fee / account holder | $412 | $159+158.7% | $6,420-93.6% | $142+189.4% |