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) | $72,631 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,968 |
UNITED RETIREMENT INC3 years Service code 13 P O BOX 734603 · CHICAGO, IL 606734603 | Contract Administrator | $37,397 |
Filed as: GREAT WEST LIFE & ANN INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,001 | $127,481-64.7% | $149,696-69.9% | $90,288-50.2% |
| Participation rate | 99.6% | 78.2%+21.3pp | 82.5%+17.1pp | 73.4%+26.2pp |
| Annual return | 61.55% | 57.78%+3.8pp | 276.60%-215.1pp | 53.97%+7.6pp |
| Employer contribution / active EE | $2,340 | $3,448-32.1% | $4,644-49.6% | $2,524-7.3% |
| Participant deferral / active EE | $3,918 | $6,975-43.8% | $6,842-42.7% | $4,232-7.4% |
| Admin fee / account holder | $101 | $152-33.6% | $9,309-98.9% | $114-11.6% |