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 |
|---|---|---|
LIFETIME BENEFIT SOLUTIONS1+ years Service code 15 · EIN 16-1171765 | Recordkeeping | $1,152 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450962 | Recordkeeping | $120 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,553 | $46,360-55.7% | $147,614-86.1% | $52,331-60.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -3.34% | 1.62%-5.0pp | 61.98%-65.3pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,956 | $2,126-8.0% | $5,564-64.8% | $1,882+3.9% |
| Participant deferral / active EE | $3,497 | $2,258+54.9% | $4,895-28.6% | $3,022+15.7% |
| Admin fee / account holder | $9 | $766-98.9% | $11,611-99.9% | $592-98.6% |