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 ADMINISTRATORS6+ years Service code 15 · EIN 74-2533381 5400 BOSQUE BLVD. · WACO, TX 76710 | Recordkeeping | $131,860 |
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 | $2,730 | $64,286-95.8% | $90,951-97.0% | $73,409-96.3% |
| Participation rate | 85.8% | 63.6%+22.3pp | 69.0%+16.8pp | 72.2%+13.7pp |
| Annual return | 13.91% | 21.45%-7.5pp | 134.60%-120.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $215 | $895-75.9% | $2,122-89.9% | $2,234-90.4% |
| Participant deferral / active EE | $1,390 | $2,453-43.3% | $3,373-58.8% | $3,805-63.5% |
| Admin fee / account holder | $58 | $287-80.0% | $5,959-99.0% | $158-63.5% |