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 9-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 |
|---|---|---|
BOKF, NA1 year Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $5,892 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
BB&T2 years Service code 37 · EIN 56-1368984 | Loan Processing | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,114 | $64,119-76.4% | $112,228-86.5% | $66,914-77.4% |
| Participation rate | 39.3% | 68.5%-29.1pp | 75.1%-35.7pp | 69.8%-30.5pp |
| Annual return | 0.93% | -13.81%+14.7pp | 27.45%-26.5pp | 1.58%-0.7pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $786 | $3,693-78.7% | $4,728-83.4% | $4,237-81.4% |
| Admin fee / account holder | $104 | $625-83.3% | $6,410-98.4% | $593-82.4% |