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 27 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $31,718 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $21,696 |
ADAMS WEALTH ADVISORS9 years Service code 27 1047 SOUTH 100 WEST SUITE 220 · LOGAN, UT 84321 | Advisory (Plan) | $0 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Distribution (12b-1) fees; Sub-transf... | $0 |
MATRIX TRUST COMPANY5 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,983 | $54,517-43.2% | $75,972-59.2% | $74,495-58.4% |
| Participation rate | 94.6% | 60.3%+34.3pp | 69.1%+25.6pp | 67.2%+27.4pp |
| Annual return | 12.99% | 31.82%-18.8pp | 359.55%-346.6pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,691 | $1,777+51.4% | $2,685+0.2% | $2,623+2.6% |
| Participant deferral / active EE | $2,954 | $3,066-3.6% | $4,255-30.6% | $4,346-32.0% |
| Admin fee / account holder | $283 | $2,229-87.3% | $6,467-95.6% | $1,942-85.4% |