Filed November 21, 2016
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 9-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 13 · EIN 42-0127290 | Contract Administrator | $135,812 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,454 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,515 | $50,815-24.2% | $155,509-75.2% | $77,643-50.4% |
| Participation rate | 71.0% | 63.1%+7.9pp | 78.2%-7.2pp | 70.6%+0.4pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,359 | $1,993-31.8% | $4,672-70.9% | $2,726-50.1% |
| Participant deferral / active EE | $4,692 | $2,822+66.3% | $5,626-16.6% | $4,647+1.0% |
| Admin fee / account holder | $200 | $437-54.3% | $15,912-98.7% | $430-53.6% |