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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.
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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 SERVICES5+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $100,526 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $15,000 |
Service code 16 · EIN 51-0595589 | Consulting | $15,000 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $4,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,542 | $47,456-39.9% | $172,739-83.5% | $77,787-63.3% |
| Participation rate | 12.3% | 66.3%-54.0pp | 82.6%-70.4pp | 73.2%-61.0pp |
| Annual return | 21.49% | 35.57%-14.1pp | 802.84%-781.4pp | 32.57%-11.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $438 | $2,560-82.9% | $5,198-91.6% | $3,967-89.0% |
| Admin fee / account holder | $179 | $81+121.0% | $13,954-98.7% | $100+78.5% |