Filed November 25, 2014
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $107,415 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $60,000 |
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 | $35,847 | $86,897-58.7% | $151,611-76.4% | $64,808-44.7% |
| Participation rate | 97.4% | 87.3%+10.2pp | 87.5%+9.9pp | 71.5%+26.0pp |
| Annual return | -16.32% | -3.57%-12.8pp | 3.33%-19.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,059 | $4,010-73.6% | $6,166-82.8% | $2,506-57.7% |
| Participant deferral / active EE | $9,422 | $6,690+40.8% | $8,363+12.7% | $4,310+118.6% |
| Admin fee / account holder | $75 | $153-51.3% | $11,616-99.4% | $188-60.3% |