Filed January 26, 2018
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.
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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 | $33,025 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $61,052-4.8% | $142,863-59.3% | $79,386-26.8% |
| Participation rate | 95.5% | 60.1%+35.4pp | 71.9%+23.6pp | 70.7%+24.8pp |
| Annual return | 16.68% | 16.02%+0.7pp | 5637.54%-5620.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,619 | $1,481+9.3% | $4,144-60.9% | $2,427-33.3% |
| Participant deferral / active EE | $3,652 | $2,879+26.8% | $3,837-4.8% | $4,046-9.7% |
| Admin fee / account holder | $303 | $659-54.0% | $6,560-95.4% | $626-51.6% |