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 SERVICES7+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $7,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,978 | $102,553+32.6% | $151,611-10.3% | $66,914+103.2% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -14.56% | -10.82%-3.7pp | 3.33%-17.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $6,826 | $4,180+63.3% | $6,166+10.7% | $2,544+168.3% |
| Participant deferral / active EE | $8,791 | $6,641+32.4% | $8,363+5.1% | $4,237+107.5% |
| Admin fee / account holder | $53 | $630-91.7% | $11,616-99.5% | $593-91.1% |