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) | $24,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,119 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $3,588 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $70,038 | $64,286+8.9% | $90,951-23.0% | $73,409-4.6% |
| Participation rate | 43.3% | 63.6%-20.3pp | 69.0%-25.7pp | 72.2%-28.9pp |
| Annual return | 16.48% | 21.45%-5.0pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,037 | $895+15.9% | $2,122-51.2% | $2,234-53.6% |
| Participant deferral / active EE | $2,130 | $2,453-13.2% | $3,373-36.8% | $3,805-44.0% |
| Admin fee / account holder | $303 | $287+5.6% | $5,959-94.9% | $158+92.1% |