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 |
|---|---|---|
BANK OF EDWARDSVILLE3+ years Service code 13 · EIN 37-0259190 | Contract Administrator | $110,533 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC Service code 21 150 STATE STREET · ROCHESTER, NY 14614 | Bank Trustee | $33,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $182,987 | $46,297+295.2% | $71,671+155.3% | $62,292+193.8% |
| Participation rate | 88.3% | 60.6%+27.6pp | 68.7%+19.5pp | 69.5%+18.7pp |
| Annual return | 13.08% | 22.32%-9.2pp | 20.65%-7.6pp | 28.90%-15.8pp |
| Employer contribution / active EE | $9,608 | $1,412+580.5% | $2,460+290.6% | $2,042+370.5% |
| Participant deferral / active EE | $2,653 | $2,235+18.7% | $3,438-22.8% | $3,169-16.3% |
| Admin fee / account holder | $543 | $461+18.0% | $5,558-90.2% | $479+13.4% |