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 9-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 37 · EIN 35-0145825 | Loan Processing | $78,819 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $20,210 |
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 | $118,048 | $105,181+12.2% | $159,436-26.0% | $85,850+37.5% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.2pp | 69.3%+29.7pp |
| Annual return | 18.70% | 45.07%-26.4pp | 263.57%-244.9pp | 318.53%-299.8pp |
| Employer contribution / active EE | $3,058 | $3,318-7.8% | $4,829-36.7% | $2,565+19.2% |
| Participant deferral / active EE | $3,696 | $5,945-37.8% | $7,352-49.7% | $3,952-6.5% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |