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 · EIN 43-1451524 | Advisory (Plan) | $45,165 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,793 | $85,135-42.7% | $98,907-50.7% | $73,409-33.5% |
| Participation rate | 94.0% | 81.1%+12.8pp | 76.0%+17.9pp | 72.2%+21.8pp |
| Annual return | 28.47% | 19.14%+9.3pp | 196.43%-168.0pp | 59.29%-30.8pp |
| Employer contribution / active EE | $4,840 | $2,721+77.9% | $2,689+80.0% | $2,234+116.7% |
| Participant deferral / active EE | $13,996 | $4,349+221.8% | $4,244+229.8% | $3,805+267.8% |
| Admin fee / account holder | $100 | $139-28.0% | $6,642-98.5% | $158-36.5% |