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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,774 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,022 |
Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,566 | $69,362-30.0% | $101,248-52.0% | $73,488-33.9% |
| Participation rate | 98.6% | 68.4%+30.3pp | 75.8%+22.8pp | 70.7%+28.0pp |
| Annual return | 11.70% | 18.46%-6.8pp | 46.47%-34.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $505 | $2,628-80.8% | $3,660-86.2% | $2,270-77.7% |
| Participant deferral / active EE | $2,996 | $3,300-9.2% | $4,370-31.4% | $3,740-19.9% |
| Admin fee / account holder | $223 | $704-68.3% | $5,945-96.3% | $513-56.6% |