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 9-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, LLC Service code 99 | Other Fees | $28,989 |
EJREYNOLDS, INC.1 year Service code 49 | Other Services | $17,612 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $2,579 |
EJREYNOLDS, INC.1 year Filed as: EJ REYNOLDS, INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD, SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $0 |
Service code 99 · EIN 43-1451524 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Other 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 | $64,859 | $104,317-37.8% | $159,436-59.3% | $86,799-25.3% |
| Participation rate | 89.9% | 77.7%+12.2pp | 82.8%+7.1pp | 72.3%+17.7pp |
| Annual return | 27.73% | 26.32%+1.4pp | 263.57%-235.8pp | 97.91%-70.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,401 | $6,837-21.0% | $7,352-26.5% | $4,131+30.7% |
| Admin fee / account holder | $340 | $172+97.1% | $10,799-96.9% | $170+100.2% |