See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $16,239 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN RESOURCES Service code 15 943 S. 1ST STREET · LOUISVILLE, KY 40203 | Recordkeeping | $4,606 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $80,928 | $52,884+53.0% | $84,750-4.5% | $55,167+46.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.11% | 18.03%-10.9pp | 22.78%-15.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,206 | $2,233-1.2% | $3,574-38.3% | $1,963+12.4% |
| Participant deferral / active EE | $3,312 | $2,644+25.3% | $3,712-10.8% | $3,054+8.5% |
| Admin fee / account holder | $104 | $581-82.1% | $5,332-98.0% | $504-79.3% |