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 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,892 |
Filed as: RESOURCES INVESTMNET ADVISORS LLC Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,750 |
RETIREMENT PLAB SPECIALISTS1 year Service code 99 815 EYRIE DRIVE · OVIEDO, FL 32765 | Other Fees | $15,440 |
VESTAL & WILER CPAS1 year Service code 99 4656 SW 34TH ST · ORLANDO, FL 32811 | Other Fees | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,262 | $82,202+192.3% | $125,339+91.7% | $64,808+270.7% |
| Participation rate | 90.3% | 77.9%+12.5pp | 82.4%+8.0pp | 71.5%+18.9pp |
| Annual return | -14.00% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $10,538 | $3,615+191.5% | $4,814+118.9% | $2,506+320.5% |
| Participant deferral / active EE | $9,799 | $7,175+36.6% | $7,446+31.6% | $4,310+127.3% |
| Admin fee / account holder | $270 | $163+65.2% | $10,010-97.3% | $188+43.6% |