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 |
|---|---|---|
BANK OF EDWARDSVILLE1+ years Service code 13 · EIN 37-0259190 | Contract Administrator | $136,298 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC Service code 21 150 STATE STREET · ROCHESTER, NY 14614 | Bank Trustee | $35,337 |
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 | $166,229 | $46,745+255.6% | $60,547+174.5% | $52,331+217.7% |
| Participation rate | 86.3% | 58.6%+27.8pp | 68.0%+18.4pp | 68.1%+18.2pp |
| Annual return | -1.38% | 0.61%-2.0pp | 335.64%-337.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $9,438 | $1,259+649.7% | $2,419+290.1% | $1,882+401.6% |
| Participant deferral / active EE | $2,319 | $2,145+8.1% | $3,328-30.3% | $3,022-23.3% |
| Admin fee / account holder | $727 | $537+35.5% | $4,536-84.0% | $592+22.9% |