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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $39,324 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $21,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,257 | $86,944+38.3% | $107,525+11.8% | $74,304+61.8% |
| Participation rate | 92.9% | 59.6%+33.4pp | 75.1%+17.9pp | 60.3%+32.6pp |
| Annual return | 13.35% | 23.52%-10.2pp | 181.32%-168.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $4,700 | $2,757+70.5% | $3,754+25.2% | $2,241+109.7% |
| Participant deferral / active EE | $5,648 | $3,554+58.9% | $5,116+10.4% | $3,767+49.9% |
| Admin fee / account holder | $331 | $3,727-91.1% | $8,919-96.3% | $2,969-88.8% |