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 |
|---|---|---|
TRUSTFIRST, INC4+ years Service code 26 265 BROOKVIEW CENTER WAY, SUIT 504 · KNOXVILLE, TN 37919 | Advisory (Participants) | $28,033 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $16,472 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY, LLC Service code 28 · EIN 75-3182674 | Investment Management | $5,110 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $3,967 |
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 | $57,340 | $66,302-13.5% | $110,238-48.0% | $56,287+1.9% |
| Participation rate | 86.3% | 74.9%+11.4pp | 79.8%+6.5pp | 69.9%+16.5pp |
| Annual return | -3.39% | -1.18%-2.2pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,610 | $2,047-21.3% | $3,826-57.9% | $2,111-23.7% |
| Participant deferral / active EE | $4,237 | $3,381+25.3% | $4,672-9.3% | $3,350+26.5% |
| Admin fee / account holder | $275 | $698-60.7% | $8,547-96.8% | $521-47.3% |