See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,458 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $13,191 |
Service code 27 P.O. BOX 23024 · COLUMBUS, GA 31902 | Advisory (Plan) | $5,005 |
Service code 13 · EIN 59-3092339 | Contract Administrator | $4,436 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $174 |
N/A1 year Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,046 | $65,322-37.2% | $70,449-41.7% | $73,488-44.1% |
| Participation rate | 83.0% | 77.0%+6.0pp | 75.1%+7.9pp | 70.7%+12.3pp |
| Annual return | 1.98% | 15.71%-13.7pp | 109.03%-107.1pp | 28.51%-26.5pp |
| Employer contribution / active EE | $2,172 | $2,460-11.7% | $2,737-20.6% | $2,270-4.3% |
| Participant deferral / active EE | $1,777 | $3,375-47.4% | $3,709-52.1% | $3,740-52.5% |
| Admin fee / account holder | $276 | $214+29.1% | $3,845-92.8% | $513-46.1% |