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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $33,015 |
DRIVEN PSC1 year Service code 10 PO BOX 363343 · SAN JUAN, PR 009363343 | Accounting | $15,069 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,059 |
Service code 27 5005 ROCKSIDE RD STE 1200 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $3,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,941 | $132,049-54.6% | $200,582-70.1% | $74,304-19.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.87% | 22.22%-8.3pp | 42.33%-28.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,539 | $4,558-44.3% | $6,419-60.4% | $2,241+13.3% |
| Participant deferral / active EE | $3,269 | $7,213-54.7% | $9,331-65.0% | $3,767-13.2% |
| Admin fee / account holder | $478 | $2,405-80.1% | $16,305-97.1% | $2,969-83.9% |