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 | $28,681 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $20,391 |
Service code 99 | Other Fees | $5,366 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATION INC Service code 13 · EIN 35-2325143 11221 ROE AVENUE · LEAWOOD, KS 66211 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,569 | $45,035-9.9% | $62,995-35.6% | $70,131-42.2% |
| Participation rate | 89.5% | 69.5%+19.9pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 10.68% | 18.76%-8.1pp | 87.57%-76.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,952 | $2,051-4.8% | $2,759-29.2% | $2,342-16.7% |
| Participant deferral / active EE | $3,337 | $2,465+35.4% | $3,329+0.2% | $3,332+0.1% |
| Admin fee / account holder | $296 | $2,834-89.6% | $3,600-91.8% | $4,645-93.6% |