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 SERVICES4+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $8,187 |
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 | $127,421 | $98,982+28.7% | $162,163-21.4% | $65,185+95.5% |
| Participation rate | 99.2% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.0pp |
| Annual return | 21.29% | 24.84%-3.5pp | 115.59%-94.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $6,296 | $3,467+81.6% | $5,614+12.2% | $2,177+189.3% |
| Participant deferral / active EE | $7,425 | $5,384+37.9% | $7,298+1.7% | $3,514+111.3% |
| Admin fee / account holder | $53 | $596-91.0% | $10,843-99.5% | $847-93.7% |