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 |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $11,468 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,259 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,470 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,579 | $63,114-69.0% | $92,893-78.9% | $65,185-70.0% |
| Participation rate | 93.5% | 68.8%+24.7pp | 76.0%+17.5pp | 70.2%+23.3pp |
| Annual return | 23.83% | 28.75%-4.9pp | 109.41%-85.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,136 | $2,571+22.0% | $3,653-14.1% | $2,177+44.1% |
| Participant deferral / active EE | $4,419 | $3,108+42.2% | $4,236+4.3% | $3,514+25.8% |
| Admin fee / account holder | $160 | $624-74.3% | $5,794-97.2% | $847-81.1% |