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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $35,025 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,507 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,307 | $89,652-35.0% | $141,162-58.7% | $65,185-10.6% |
| Participation rate | 76.4% | 74.7%+1.7pp | 82.5%-6.1pp | 70.2%+6.2pp |
| Annual return | 21.47% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,943 | $5,691+22.0% | $6,709+3.5% | $3,514+97.6% |
| Admin fee / account holder | $239 | $569-58.0% | $10,261-97.7% | $847-71.8% |