Filed July 25, 2023 (most recent of 2 filings on file)
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 49 · EIN 04-1590850 | Other Services | $227,372 |
Filed as: RESOURCES INVESTMENT ADVISORS INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,000 |
UHY LLP2 years Filed as: UHY LLP MI Service code 10 · EIN 20-0694403 | Accounting | $24,000 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $18,000 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1424600 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,490 | $71,505-46.2% | $123,544-68.8% | $73,367-47.5% |
| Participation rate | 5.3% | 64.9%-59.6pp | 82.3%-77.0pp | 69.5%-64.1pp |
| Annual return | -3.06% | 6.94%-10.0pp | 119.20%-122.3pp | 173.45%-176.5pp |
| Employer contribution / active EE | $0 | $2,011-100.0% | $4,628-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $300 | $4,928-93.9% | $6,426-95.3% | $4,033-92.6% |
| Admin fee / account holder | $155 | $66+135.5% | $9,284-98.3% | $68+127.1% |