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 |
|---|---|---|
H BECK INC3 years Service code 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $18,958 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,411 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD STE 375 · ATLANTA, GA 30342 | Contract Administrator | $11,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,214 | $83,477+4.5% | $125,175-30.3% | $72,985+19.5% |
| Participation rate | 76.5% | 73.3%+3.2pp | 79.8%-3.2pp | 69.5%+7.1pp |
| Annual return | 19.32% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,491 | $2,345+6.2% | $3,865-35.6% | $2,440+2.1% |
| Participant deferral / active EE | $6,513 | $3,585+81.7% | $4,937+31.9% | $3,607+80.6% |
| Admin fee / account holder | $403 | $5,517-92.7% | $9,702-95.8% | $5,124-92.1% |