Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $31,565 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,600 | $138,385-47.5% | $184,200-60.6% | $80,874-10.2% |
| Participation rate | 73.9% | 83.9%-10.0pp | 86.8%-13.0pp | 67.6%+6.2pp |
| Annual return | 13.83% | 20.02%-6.2pp | 28.80%-15.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,465 | $4,849-49.2% | $6,424-61.6% | $2,756-10.6% |
| Participant deferral / active EE | $4,688 | $7,073-33.7% | $9,132-48.7% | $4,297+9.1% |
| Admin fee / account holder | $513 | $10,483-95.1% | $13,907-96.3% | $6,935-92.6% |