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) | $100,104 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,391 |
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.)
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 | $108,938 | $98,982+10.1% | $162,163-32.8% | $65,185+67.1% |
| Participation rate | 86.0% | 85.8%+0.2pp | 87.6%-1.6pp | 70.2%+15.8pp |
| Annual return | 19.49% | 24.84%-5.4pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,884 | $3,467-16.8% | $5,614-48.6% | $2,177+32.5% |
| Participant deferral / active EE | $4,590 | $5,384-14.8% | $7,298-37.1% | $3,514+30.6% |
| Admin fee / account holder | $781 | $596+30.9% | $10,843-92.8% | $847-7.8% |