See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $29,241 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Consulting | $6,882 |
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).
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 | $82,430 | $72,404+13.8% | $110,238-25.2% | $64,186+28.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.73% | -6.29%+1.6pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,796 | $2,282-21.3% | $3,826-53.1% | $2,381-24.6% |
| Participant deferral / active EE | $7,559 | $3,469+117.9% | $4,672+61.8% | $3,470+117.9% |
| Admin fee / account holder | $353 | $5,664-93.8% | $8,547-95.9% | $4,888-92.8% |