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 9-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 SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $100 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MGMT CO Service code 15 333 S HOPE ST 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,207 | $56,629-92.6% | $77,999-94.6% | $55,167-92.4% |
| Participation rate | 46.8% | 73.3%-26.5pp | 75.5%-28.7pp | 69.0%-22.2pp |
| Annual return | 0.00% | 2866.98%-2867.0pp | 425.96%-426.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $937 | $1,723-45.6% | $2,470-62.1% | $1,963-52.3% |
| Participant deferral / active EE | $1,293 | $2,777-53.4% | $3,497-63.0% | $3,054-57.7% |
| Admin fee / account holder | $2 | $467-99.5% | $5,480-100.0% | $504-99.5% |