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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 49 · EIN 20-1301962 | Other Services | $7,555 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $32 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,615 | $50,464-23.5% | $75,781-49.0% | $52,331-26.2% |
| Participation rate | 29.5% | 66.8%-37.3pp | 75.8%-46.3pp | 68.1%-38.6pp |
| Annual return | -0.45% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $252 | $1,988-87.3% | $3,323-92.4% | $1,882-86.6% |
| Participant deferral / active EE | $1,109 | $2,570-56.9% | $3,651-69.6% | $3,022-63.3% |
| Admin fee / account holder | $389 | $1,103-64.7% | $5,299-92.7% | $592-34.3% |