Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,640 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,069 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,894 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,505 | $72,254-45.3% | $86,677-54.4% | $64,808-39.0% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.4pp |
| Annual return | -17.39% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,507 | $2,393-37.0% | $2,836-46.9% | $2,506-39.9% |
| Participant deferral / active EE | $4,600 | $4,658-1.2% | $4,656-1.2% | $4,310+6.7% |
| Admin fee / account holder | $137 | $174-21.0% | $7,493-98.2% | $188-26.9% |