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 LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $12,494 |
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 | $16,274 | $32,425-49.8% | $74,583-78.2% | $55,167-70.5% |
| Participation rate | 75.8% | 54.0%+21.8pp | 68.1%+7.7pp | 69.0%+6.8pp |
| Annual return | 11.67% | 10.63%+1.0pp | 20.47%-8.8pp | 169.23%-157.6pp |
| Employer contribution / active EE | $1,952 | $1,043+87.1% | $2,525-22.7% | $1,963-0.5% |
| Participant deferral / active EE | $3,013 | $1,995+51.1% | $3,458-12.9% | $3,054-1.3% |
| Admin fee / account holder | $144 | $748-80.7% | $4,138-96.5% | $504-71.4% |