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 | $21,565 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $20,905 |
Service code 99 | Other Fees | $5,501 |
EPIC RETIREMENT PLAN SERVICES2+ 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 | $41,126 | $39,122+5.1% | $57,179-28.1% | $62,891-34.6% |
| Participation rate | 98.9% | 70.5%+28.4pp | 75.3%+23.5pp | 69.3%+29.6pp |
| Annual return | 5.83% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,007 | $1,874+7.1% | $2,682-25.2% | $2,281-12.0% |
| Participant deferral / active EE | $3,359 | $2,374+41.5% | $3,096+8.5% | $3,203+4.9% |
| Admin fee / account holder | $304 | $2,592-88.3% | $3,139-90.3% | $4,296-92.9% |