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) | $33,141 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,698 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,278 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,233 |
Service code 10 ONE CITIZENS PLAZA · PROVIDENCE, RI 02903 | Accounting | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,309 | $61,473-49.1% | $81,930-61.8% | $73,409-57.3% |
| Participation rate | 80.1% | 72.4%+7.7pp | 72.0%+8.1pp | 72.2%+7.9pp |
| Annual return | 36.35% | 28.26%+8.1pp | 29.49%+6.9pp | 59.29%-22.9pp |
| Employer contribution / active EE | $1,726 | $1,898-9.0% | $4,310-59.9% | $2,234-22.7% |
| Participant deferral / active EE | $3,300 | $3,080+7.1% | $7,107-53.6% | $3,805-13.3% |
| Admin fee / account holder | $268 | $125+113.5% | $5,158-94.8% | $158+69.6% |