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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,800 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $55,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,636 | $92,055+0.6% | $106,213-12.8% | $77,643+19.3% |
| Participation rate | 93.2% | 81.0%+12.2pp | 75.3%+17.9pp | 70.6%+22.6pp |
| Annual return | 15.09% | 17.91%-2.8pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,264 | $3,367-32.8% | $3,171-28.6% | $2,726-17.0% |
| Participant deferral / active EE | $6,051 | $5,386+12.4% | $5,016+20.6% | $4,647+30.2% |
| Admin fee / account holder | $197 | $219-10.2% | $11,033-98.2% | $430-54.3% |