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 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,298 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,113 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,744 |
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 | $13,842 | $47,977-71.1% | $154,107-91.0% | $56,287-75.4% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.0pp | 69.9%+24.2pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,346 | $2,169-37.9% | $5,298-74.6% | $2,111-36.3% |
| Participant deferral / active EE | $1,197 | $2,392-50.0% | $5,081-76.4% | $3,350-64.3% |
| Admin fee / account holder | $223 | $438-49.2% | $13,411-98.3% | $521-57.2% |