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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $21,253 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,680 |
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 | $74,335 | $73,638+0.9% | $95,952-22.5% | $73,488+1.2% |
| Participation rate | 81.8% | 76.2%+5.7pp | 77.1%+4.7pp | 70.7%+11.1pp |
| Annual return | 17.08% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,815 | $1,863-2.6% | $2,541-28.6% | $2,270-20.1% |
| Participant deferral / active EE | $5,583 | $3,617+54.4% | $4,167+34.0% | $3,740+49.3% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |