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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $98,081 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,474 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,214 | $79,523+17.2% | $140,016-33.4% | $56,287+65.6% |
| Participation rate | 93.6% | 85.7%+7.9pp | 87.5%+6.1pp | 69.9%+23.7pp |
| Annual return | -6.51% | 2.39%-8.9pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,288 | $3,350-1.9% | $5,606-41.3% | $2,111+55.7% |
| Participant deferral / active EE | $7,617 | $5,129+48.5% | $6,927+10.0% | $3,350+127.4% |
| Admin fee / account holder | $780 | $614+27.0% | $10,705-92.7% | $521+49.7% |