See peer percentile detail. $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.
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CASE PEARLMAN RETIREMENT PLAN Service code 27 7780 CAMBRIDGE MANOR PLACE, STE B · FORT MYERS, FL 33907 | Advisory (Plan) | $23,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,431 |
Filed as: FIDELITY INVETSMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,256 | $39,898-36.7% | $121,196-79.2% | $55,725-54.7% |
| Participation rate | 64.1% | 61.2%+2.9pp | 71.7%-7.6pp | 70.9%-6.7pp |
| Annual return | -3.18% | -0.96%-2.2pp | 16.93%-20.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $405 | $1,295-68.7% | $4,022-89.9% | $2,078-80.5% |
| Participant deferral / active EE | $2,881 | $2,439+18.1% | $3,344-13.9% | $3,356-14.2% |
| Admin fee / account holder | $45 | $95-52.4% | $5,019-99.1% | $115-60.7% |