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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
RESOURCE BENEFITS ADMINISTRATORS4+ years Service code 15 · EIN 74-2533381 5400 BOSQUE BLVD. · WACO, TX 76710 | Recordkeeping | $17,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,883 | $33,780-94.4% | $74,550-97.5% | $75,289-97.5% |
| Participation rate | 76.9% | 62.7%+14.2pp | 69.1%+7.8pp | 72.4%+4.5pp |
| Annual return | -2.65% | -1.24%-1.4pp | 32.53%-35.2pp | -0.04%-2.6pp |
| Employer contribution / active EE | $161 | $845-81.0% | $1,961-91.8% | $2,405-93.3% |
| Participant deferral / active EE | $917 | $1,890-51.5% | $3,108-70.5% | $3,739-75.5% |
| Admin fee / account holder | $9 | $86-89.9% | $5,060-99.8% | $102-91.4% |