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, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $24,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,457 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,099 | $57,354+60.6% | $83,848+9.8% | $64,186+43.5% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.4pp |
| Annual return | -5.79% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,470 | $2,545+114.9% | $3,631+50.7% | $2,381+129.8% |
| Participant deferral / active EE | $7,781 | $2,993+160.0% | $4,082+90.6% | $3,470+124.3% |
| Admin fee / account holder | $218 | $4,046-94.6% | $5,478-96.0% | $4,888-95.5% |