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) | $12,300 |
EPIC RETIREMENT PLAN SERVICES9+ 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 | $4,200 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467007 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,699 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 | Contract Administrator | $2,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,126-100.0% | $149,673-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.8%-78.8pp | 70.7%-70.7pp |
| Annual return | 21.60% | 22.75%-1.2pp | 134.42%-112.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $1,172 | $1,905-38.5% | $4,818-75.7% | $2,637-55.6% |
| Participant deferral / active EE | $1,883 | $2,728-31.0% | $5,680-66.9% | $4,528-58.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |