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 | $49,726 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,920 |
PENSION ASSURANCE LLP1 year Service code 15 · EIN 30-0840934 | Recordkeeping | $7,600 |
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 | $46,837 | $53,901-13.1% | $134,143-65.1% | $73,488-36.3% |
| Participation rate | 95.4% | 62.8%+32.6pp | 72.2%+23.2pp | 70.7%+24.7pp |
| Annual return | 16.46% | 15.82%+0.6pp | 36.33%-19.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,295 | $1,458-11.2% | $3,704-65.0% | $2,270-42.9% |
| Participant deferral / active EE | $2,867 | $2,739+4.7% | $3,499-18.1% | $3,740-23.3% |
| Admin fee / account holder | $282 | $581-51.5% | $6,684-95.8% | $513-45.1% |