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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,786 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 10 · EIN 43-1451524 | Accounting | $22,500 |
Filed as: FENNER MELSTROM & DOOLING Service code 10 · EIN 38-1402622 | Accounting | $10,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,921 | $81,474+55.8% | $133,956-5.3% | $73,488+72.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 17.19% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $4,256 | $2,209+92.6% | $3,919+8.6% | $2,270+87.5% |
| Participant deferral / active EE | $7,574 | $3,786+100.0% | $5,048+50.0% | $3,740+102.5% |
| Admin fee / account holder | $219 | $713-69.4% | $8,927-97.6% | $513-57.4% |