See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for 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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $85,731 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,487 |
BB&T5+ years Service code 50 · EIN 56-1368984 | Direct Payment | $20,677 |
BB&T IIA5+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $7,797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,013 | $185,342-74.6% | $111,297-57.8% | $86,799-45.8% |
| Participation rate | 93.2% | 81.0%+12.2pp | 77.3%+15.8pp | 72.3%+20.9pp |
| Annual return | 16.14% | 500.80%-484.7pp | 54.65%-38.5pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,290 | $2,246+2.0% | $2,731-16.1% | $2,405-4.8% |
| Participant deferral / active EE | $5,943 | $4,458+33.3% | $4,487+32.4% | $4,131+43.9% |
| Admin fee / account holder | $103 | $255-59.6% | $7,964-98.7% | $170-39.1% |