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 INV ADVISORS Service code 27 4860 COLLEGE BOULEVARD · LEAWOOD, KS 66211 | Advisory (Plan) | $37,255 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,986 |
UNITED RETIREMENT INC2 years Service code 13 P O BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $15,715 |
Filed as: GREAT WEST LIFE & ANN INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,212 | $101,523-73.2% | $141,162-80.7% | $77,787-65.0% |
| Participation rate | 99.9% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.7pp |
| Annual return | 83.26% | 56.22%+27.0pp | 71.39%+11.9pp | 32.57%+50.7pp |
| Employer contribution / active EE | $1,852 | $3,341-44.6% | $4,735-60.9% | $2,504-26.1% |
| Participant deferral / active EE | $2,337 | $6,434-63.7% | $6,709-65.2% | $3,967-41.1% |
| Admin fee / account holder | $54 | $92-40.9% | $10,261-99.5% | $100-46.0% |