Filed January 26, 2018
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 8-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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $20,655 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,832 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,322 | $44,221-22.4% | $121,196-71.7% | $56,287-39.0% |
| Participation rate | 96.8% | 61.1%+35.7pp | 71.7%+25.0pp | 69.9%+26.9pp |
| Annual return | 0.00% | -3.58%+3.6pp | 16.93%-16.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,169 | $1,480-21.0% | $4,022-70.9% | $2,111-44.6% |
| Participant deferral / active EE | $2,512 | $2,521-0.4% | $3,344-24.9% | $3,350-25.0% |
| Admin fee / account holder | $217 | $480-54.8% | $5,019-95.7% | $521-58.3% |