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 | $46,681 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,106 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $41,090 | $46,722-12.1% | $130,648-68.5% | $65,185-37.0% |
| Participation rate | 96.2% | 60.9%+35.2pp | 71.7%+24.4pp | 70.2%+26.0pp |
| Annual return | 20.67% | 24.17%-3.5pp | 1708.96%-1688.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,205 | $1,488-19.0% | $4,092-70.5% | $2,177-44.6% |
| Participant deferral / active EE | $2,632 | $2,545+3.4% | $3,603-27.0% | $3,514-25.1% |
| Admin fee / account holder | $276 | $453-39.1% | $5,464-95.0% | $847-67.5% |