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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 6509 MUTUAL DRIVE · FORT WAYNE, IN 46825 | Contract Administrator | $20,361 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,663 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,247 | $22,714-50.5% | $59,496-81.1% | $55,191-79.6% |
| Participation rate | 54.5% | 37.5%+17.1pp | 54.6%0pp | 69.2%-14.6pp |
| Annual return | -1.63% | -44.01%+42.4pp | 182.05%-183.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $102 | $418-75.5% | $1,153-91.1% | $1,899-94.6% |
| Participant deferral / active EE | $504 | $843-40.2% | $1,829-72.4% | $3,046-83.4% |
| Admin fee / account holder | $31 | $83-62.6% | $2,232-98.6% | $91-65.7% |