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 10-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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $68,750 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $6,250 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $27,660 | $40,113-31.0% | $84,015-67.1% | $77,787-64.4% |
| Participation rate | 87.5% | 62.8%+24.7pp | 69.0%+18.5pp | 73.2%+14.3pp |
| Annual return | 23.42% | 23.27%+0.2pp | 71.31%-47.9pp | 32.57%-9.2pp |
| Employer contribution / active EE | $0 | $847-100.0% | $1,983-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,450 | $2,030+20.7% | $3,239-24.3% | $3,967-38.2% |
| Admin fee / account holder | $37 | $92-59.6% | $6,101-99.4% | $100-63.0% |