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 SERVICES4+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 38-3478073 | Recordkeeping | $2,035 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,112 |
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 | $10,605 | $47,977-77.9% | $154,107-93.1% | $56,287-81.2% |
| Participation rate | 44.7% | 66.2%-21.4pp | 83.0%-38.3pp | 69.9%-25.1pp |
| Annual return | -5.66% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $845 | $2,169-61.0% | $5,298-84.0% | $2,111-60.0% |
| Participant deferral / active EE | $1,373 | $2,392-42.6% | $5,081-73.0% | $3,350-59.0% |
| Admin fee / account holder | $44 | $438-89.9% | $13,411-99.7% | $521-91.5% |