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 9-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 |
|---|---|---|
LPL FINANCIAL5+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $58,674 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $9,968 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,547 | $185,342-48.4% | $111,297-14.2% | $86,799+10.1% |
| Participation rate | 59.5% | 81.0%-21.4pp | 77.3%-17.8pp | 72.3%-12.7pp |
| Annual return | 14.73% | 500.80%-486.1pp | 54.65%-39.9pp | 97.91%-83.2pp |
| Employer contribution / active EE | $835 | $2,246-62.8% | $2,731-69.4% | $2,405-65.3% |
| Participant deferral / active EE | $2,603 | $4,458-41.6% | $4,487-42.0% | $4,131-37.0% |
| Admin fee / account holder | $327 | $255+27.9% | $7,964-95.9% | $170+92.7% |