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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER5+ 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 | $115,232 | $63,114+82.6% | $92,893+24.0% | $65,185+76.8% |
| Participation rate | 97.0% | 68.8%+28.2pp | 76.0%+21.0pp | 70.2%+26.8pp |
| Annual return | 24.69% | 28.75%-4.1pp | 109.41%-84.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,633 | $2,571+119.2% | $3,653+54.2% | $2,177+158.8% |
| Participant deferral / active EE | $8,866 | $3,108+185.2% | $4,236+109.3% | $3,514+152.3% |
| Admin fee / account holder | $194 | $624-68.9% | $5,794-96.7% | $847-77.1% |