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 | $68,613 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,523 |
PEGGY S. EDGE, CPA, LLC2 years 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,758 | $48,335+2.9% | $121,098-58.9% | $71,457-30.4% |
| Participation rate | 94.4% | 54.3%+40.2pp | 69.5%+25.0pp | 67.9%+26.5pp |
| Annual return | 17.32% | 23.32%-6.0pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,573 | $1,489+5.6% | $4,164-62.2% | $2,588-39.2% |
| Participant deferral / active EE | $3,478 | $2,754+26.3% | $4,080-14.8% | $4,289-18.9% |
| Admin fee / account holder | $479 | $1,841-74.0% | $5,644-91.5% | $1,587-69.9% |