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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.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NESTEGGS RET PLAN SERVICES,INC. Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Claims processing; Recordkeeping fees... | $21,909 |
Service code 28 · EIN 34-1431326 6 WEST 3RD STREET · MANSFIELD, OH 44902 | Investment Management | $6,783 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,954 | $130,194-30.9% | $169,993-47.1% | $71,457+25.9% |
| Participation rate | 87.1% | 86.1%+1.0pp | 87.0%+0.1pp | 67.9%+19.2pp |
| Annual return | 0.00% | 20.37%-20.4pp | 53.37%-53.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,595 | $4,381-63.6% | $6,785-76.5% | $2,588-38.3% |
| Participant deferral / active EE | $3,233 | $6,923-53.3% | $10,408-68.9% | $4,289-24.6% |
| Admin fee / account holder | $205 | $966-78.8% | $12,815-98.4% | $1,587-87.1% |