See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,904 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,532 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,085 | $59,535-14.2% | $90,160-43.3% | $62,292-18.0% |
| Participation rate | 86.6% | 73.0%+13.5pp | 76.9%+9.7pp | 69.5%+17.1pp |
| Annual return | 18.47% | 23.53%-5.1pp | 34.88%-16.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,048 | $1,826+67.0% | $3,318-8.1% | $2,042+49.3% |
| Participant deferral / active EE | $6,758 | $4,639+45.7% | $5,288+27.8% | $3,169+113.2% |
| Admin fee / account holder | $413 | $337+22.6% | $5,943-93.1% | $479-13.9% |