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 | $42,389 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD PARK, KS 66211 | Advisory (Plan) | $27,246 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,916 |
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 | $51,154 | $58,577-12.7% | $83,333-38.6% | $64,186-20.3% |
| Participation rate | 98.6% | 72.0%+26.6pp | 77.8%+20.8pp | 69.6%+29.0pp |
| Annual return | -5.14% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $834 | $2,098-60.3% | $3,379-75.3% | $2,381-65.0% |
| Participant deferral / active EE | $2,784 | $4,654-40.2% | $5,565-50.0% | $3,470-19.8% |
| Admin fee / account holder | $645 | $9,275-93.0% | $7,510-91.4% | $4,888-86.8% |