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 10-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,200 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $35,624 |
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $3,003 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,110 | $40,174-2.6% | $84,015-53.4% | $67,579-42.1% |
| Participation rate | 70.2% | 62.7%+7.5pp | 69.0%+1.2pp | 71.3%-1.0pp |
| Annual return | 22.29% | 25.82%-3.5pp | 71.31%-49.0pp | 378.56%-356.3pp |
| Employer contribution / active EE | $307 | $808-61.9% | $1,983-84.5% | $2,148-85.7% |
| Participant deferral / active EE | $2,640 | $2,301+14.7% | $3,239-18.5% | $3,539-25.4% |
| Admin fee / account holder | $198 | $128+53.9% | $6,101-96.8% | $142+38.8% |