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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $56,263 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,467 | $61,156-32.2% | $185,823-77.7% | $79,386-47.8% |
| Participation rate | 79.8% | 66.6%+13.1pp | 81.7%-1.9pp | 70.7%+9.1pp |
| Annual return | 9.37% | 19.45%-10.1pp | 122.05%-112.7pp | 116.85%-107.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,479 | $2,789+24.8% | $5,568-37.5% | $4,046-14.0% |
| Admin fee / account holder | $233 | $710-67.2% | $16,237-98.6% | $626-62.8% |