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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,043 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $21,816 |
Service code 99 | Other Fees | $5,741 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 11221 ROE AVENUE · LEAWOOD, KS 66211 | Contract Administrator | $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 | $39,145 | $40,256-2.8% | $57,343-31.7% | $59,632-34.4% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 68.7%+29.2pp |
| Annual return | -0.60% | 27.49%-28.1pp | 24.39%-25.0pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,780 | $1,922-7.4% | $2,689-33.8% | $2,203-19.2% |
| Participant deferral / active EE | $3,066 | $2,399+27.8% | $3,162-3.0% | $3,192-3.9% |
| Admin fee / account holder | $322 | $2,818-88.6% | $3,356-90.4% | $4,297-92.5% |