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 SERVICES10+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $12,291 |
22 funds of $250K or more; 27 lines in all, holding $70.9M of the plan's $75.3M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Benefit FCI Life Strategy Growth Manager not matched · Collective trust | $25.7M | 36.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $8.7M | 12.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $6.6M | 9.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $4.2M | 5.9% |
| Benefit FCI Life Strategy Agg Growth Manager not matched · Collective trust | $4.0M | 5.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.9M | 4.1% |
| Neuberger Large Cap Value Fund Neuberger Berman · Mutual fund | $2.8M | 4.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $2.6M | 3.7% |
| Eupac Fund Capital Group · Mutual fund | $1.5M | 2.1% |
| Benefit FCI Life Strategy Mod Growth Manager not matched · Collective trust | $1.3M | 1.9% |
See the other 17 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Mid-Cap Growth Fund, Inc. to Vanguard Mid-Cap Growth Index Fund | $659K to $1.2M |
| AddedFirst Eagle Gold Fund | $594K |
| AddedAvantis Emerging Markets Equity Fund | $518K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,979 | $131,799+46.4% | $200,582-3.8% | $85,563+125.5% |
| Participation rate | 97.7% | 87.9%+9.7pp | 86.9%+10.8pp | 66.0%+31.7pp |
| Annual return | 79.66% | 21.59%+58.1pp | 42.33%+37.3pp | 31.51%+48.1pp |
| Employer contribution / active EE | $7,554 | $4,532+66.7% | $6,419+17.7% | $2,654+184.7% |
| Participant deferral / active EE | $10,459 | $7,702+35.8% | $9,331+12.1% | $4,375+139.1% |
| Admin fee / account holder | $34 | $235-85.7% | $16,305-99.8% | $834-96.0% |