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 | Claims processing; Direct payment fro... | $7,755 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $2,358 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $72,200 | $162,781-55.6% | $133,956-46.1% | $158,922-54.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.44% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,581 | $4,975-68.2% | $3,919-59.6% | $4,761-66.8% |
| Participant deferral / active EE | $6,846 | $5,911+15.8% | $5,048+35.6% | $5,982+14.4% |
| Admin fee / account holder | $187 | $11,736-98.4% | $8,927-97.9% | $11,246-98.3% |