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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $16,566 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,279 | $46,732-45.9% | $156,549-83.9% | $55,167-54.2% |
| Participation rate | 69.0% | 65.8%+3.2pp | 84.0%-15.0pp | 69.0%0pp |
| Annual return | 7.21% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,391 | $2,105-33.9% | $5,501-74.7% | $1,963-29.1% |
| Participant deferral / active EE | $1,884 | $2,204-14.5% | $4,871-61.3% | $3,054-38.3% |
| Admin fee / account holder | $93 | $418-77.8% | $13,027-99.3% | $504-81.5% |