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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $29,913 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,234 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,757 | $72,254-58.8% | $86,677-65.7% | $64,808-54.1% |
| Participation rate | 69.7% | 80.4%-10.7pp | 76.6%-6.8pp | 71.5%-1.7pp |
| Annual return | -22.15% | 392.42%-414.6pp | 35.91%-58.1pp | 32.82%-55.0pp |
| Employer contribution / active EE | $1,785 | $2,393-25.4% | $2,836-37.1% | $2,506-28.8% |
| Participant deferral / active EE | $4,963 | $4,658+6.6% | $4,656+6.6% | $4,310+15.2% |
| Admin fee / account holder | $279 | $174+60.3% | $7,493-96.3% | $188+48.4% |