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: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $34,821 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,350 |
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 | $61,943 | $37,117+66.9% | $147,614-58.0% | $55,191+12.2% |
| Participation rate | 97.2% | 63.6%+33.6pp | 84.6%+12.6pp | 69.2%+28.0pp |
| Annual return | 10.85% | 3.44%+7.4pp | 61.98%-51.1pp | 10.78%+0.1pp |
| Employer contribution / active EE | $3,055 | $1,620+88.6% | $5,564-45.1% | $1,899+60.9% |
| Participant deferral / active EE | $3,513 | $1,985+76.9% | $4,895-28.2% | $3,046+15.3% |
| Admin fee / account holder | $161 | $86+87.9% | $11,611-98.6% | $91+77.1% |