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 Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD PARK, KS 66211 | Advisory (Plan) | $28,831 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,799 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,205 |
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 | $59,920 | $63,355-5.4% | $91,989-34.9% | $72,985-17.9% |
| Participation rate | 95.9% | 72.5%+23.4pp | 78.6%+17.3pp | 69.5%+26.4pp |
| Annual return | 20.52% | 35.35%-14.8pp | 69.02%-48.5pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,455 | $2,116-31.2% | $3,452-57.9% | $2,440-40.4% |
| Participant deferral / active EE | $2,582 | $4,883-47.1% | $5,923-56.4% | $3,607-28.4% |
| Admin fee / account holder | $439 | $4,668-90.6% | $7,743-94.3% | $5,124-91.4% |