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 | $111,504 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,769 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,647 | $88,890-44.1% | $102,423-51.5% | $77,643-36.1% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 13.70% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,816 | $2,698-32.7% | $3,023-39.9% | $2,726-33.4% |
| Participant deferral / active EE | $5,181 | $5,145+0.7% | $5,053+2.5% | $4,647+11.5% |
| Admin fee / account holder | $180 | $235-23.6% | $9,451-98.1% | $430-58.2% |