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 |
|---|---|---|
Filed as: BPU INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 25-1503421 | Investment Management | $38,353 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $7,598 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,708 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,635 | $100,041+67.6% | $149,718+12.0% | $70,131+139.0% |
| Participation rate | 78.3% | 83.6%-5.3pp | 87.1%-8.8pp | 69.5%+8.7pp |
| Annual return | 13.49% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,479 | $3,662-32.3% | $5,445-54.5% | $2,342+5.8% |
| Participant deferral / active EE | $3,874 | $4,983-22.2% | $6,569-41.0% | $3,332+16.3% |
| Admin fee / account holder | $383 | $8,286-95.4% | $11,283-96.6% | $4,645-91.8% |