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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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 93-0987232 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Participants) | $20,981 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,644 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 93-0987232 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $7,191 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,970 | $101,317+3.6% | $146,958-28.6% | $74,495+40.9% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 18.20% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,129 | $7,303+11.3% | $8,070+0.7% | $4,346+87.0% |
| Admin fee / account holder | $296 | $1,739-83.0% | $12,998-97.7% | $1,942-84.7% |