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 |
|---|---|---|
Service code 27 · EIN 38-1053740 51 W PEARL ST · COLDWATER, MI 49036 | Advisory (Plan) | $4,720 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $2,025 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467007 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $1,547 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,940 | $46,292-54.8% | $143,757-85.4% | $64,808-67.7% |
| Participation rate | 46.6% | 64.2%-17.6pp | 80.3%-33.7pp | 71.5%-24.8pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,034 | $1,910-45.8% | $4,951-79.1% | $2,506-58.7% |
| Participant deferral / active EE | $1,638 | $2,646-38.1% | $5,637-70.9% | $4,310-62.0% |
| Admin fee / account holder | $14 | $154-90.7% | $14,673-99.9% | $188-92.4% |