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) | $102,368 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,121 |
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 | $113,212 | $136,307-16.9% | $177,821-36.3% | $73,488+54.1% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.7%-6.1pp | 70.7%+10.9pp |
| Annual return | 9.16% | 18.68%-9.5pp | 48.32%-39.2pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,257 | $3,712-39.2% | $5,918-61.9% | $2,270-0.6% |
| Participant deferral / active EE | $4,215 | $5,829-27.7% | $7,714-45.4% | $3,740+12.7% |
| Admin fee / account holder | $829 | $596+39.1% | $12,427-93.3% | $513+61.5% |