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, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $127,045 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,267 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $26,250 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $20,685 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,414 | $92,055+81.9% | $106,213+57.6% | $77,643+115.6% |
| Participation rate | 82.9% | 81.0%+1.9pp | 75.3%+7.6pp | 70.6%+12.3pp |
| Annual return | 58.38% | 17.91%+40.5pp | 116.14%-57.8pp | 31.24%+27.1pp |
| Employer contribution / active EE | $4,194 | $3,367+24.6% | $3,171+32.2% | $2,726+53.9% |
| Participant deferral / active EE | $7,553 | $5,386+40.2% | $5,016+50.6% | $4,647+62.5% |
| Admin fee / account holder | $621 | $219+183.6% | $11,033-94.4% | $430+44.3% |