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 SERVICES3+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $19,256 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,075 |
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 | $32,776 | $55,453-40.9% | $170,442-80.8% | $62,292-47.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 83.6%-16.9pp | 69.5%-2.8pp |
| Annual return | 16.55% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,427 | $2,164-34.1% | $5,433-73.7% | $2,042-30.1% |
| Participant deferral / active EE | $2,148 | $2,303-6.7% | $4,939-56.5% | $3,169-32.2% |
| Admin fee / account holder | $214 | $455-53.0% | $13,880-98.5% | $479-55.4% |