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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 |
|---|---|---|
RESOURCE BENEFITS ADMINISTRATORS8+ years Service code 15 · EIN 74-2533381 5400 BOSQUE BLVD. · WACO, TX 76710 | Recordkeeping | $138,790 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 15 · EIN 82-4555287 | Recordkeeping | $22,022 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,718 | $39,973-90.7% | $79,550-95.3% | $77,904-95.2% |
| Participation rate | 81.9% | 64.6%+17.3pp | 69.5%+12.4pp | 73.7%+8.2pp |
| Annual return | -19.19% | 3.42%-22.6pp | 0.16%-19.4pp | 12.21%-31.4pp |
| Employer contribution / active EE | $290 | $1,088-73.4% | $2,413-88.0% | $2,848-89.8% |
| Participant deferral / active EE | $1,758 | $2,774-36.6% | $3,985-55.9% | $4,806-63.4% |
| Admin fee / account holder | $74 | $113-34.6% | $6,832-98.9% | $133-44.3% |