See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASSET ADVISORS OF AMERICA, LLC Service code 27 4915 W CYPRESS ST · TAMPA, FL 33607 | Advisory (Plan) | $28,416 |
Filed as: GREAT-WEST LIFE & ANNUUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,615 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 13 6800 PARAGON PLACE · RICHMOND, VA 23230 | Contract Administrator | $8,440 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,662 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $7,392 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS, Service code 13 | Contract Administrator | $3,644 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,895 | $69,159-69.8% | $125,175-83.3% | $67,579-69.1% |
| Participation rate | 70.5% | 78.2%-7.7pp | 79.8%-9.3pp | 71.3%-0.8pp |
| Annual return | 21.06% | 27.12%-6.1pp | 43.79%-22.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $635 | $2,023-68.6% | $3,865-83.6% | $2,148-70.4% |
| Participant deferral / active EE | $1,848 | $3,700-50.0% | $4,937-62.6% | $3,539-47.8% |
| Admin fee / account holder | $115 | $142-19.2% | $9,702-98.8% | $142-19.5% |