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 | $39,356 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,982 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,544 | $45,602+2.1% | $117,472-60.4% | $66,914-30.4% |
| Participation rate | 96.2% | 57.6%+38.6pp | 70.6%+25.7pp | 69.8%+26.4pp |
| Annual return | -18.85% | -16.74%-2.1pp | 29.74%-48.6pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,656 | $1,579+4.9% | $4,176-60.3% | $2,544-34.9% |
| Participant deferral / active EE | $3,857 | $2,845+35.6% | $4,070-5.2% | $4,237-9.0% |
| Admin fee / account holder | $319 | $661-51.7% | $5,645-94.3% | $593-46.2% |