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 SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 1620 WESTGATE CIRCLE, SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $15,891 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $13,678 |
FOUTS & MORGAN CPA'S, P.C.1+ years Service code 10 1715 AARON BRENNER DRIVE - STE 700 · MEMPHIS, TN 38120 | Accounting | $9,375 |
BURLEIGH CONSULTING GROUP1+ years Service code 10 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Accounting | $1,404 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,471 | $52,467-19.1% | $57,179-25.7% | $55,167-23.0% |
| Participation rate | 91.5% | 75.8%+15.6pp | 75.3%+16.1pp | 69.0%+22.5pp |
| Annual return | -0.63% | 7.72%-8.3pp | 14.59%-15.2pp | 169.23%-169.9pp |
| Employer contribution / active EE | $440 | $2,477-82.2% | $2,682-83.6% | $1,963-77.6% |
| Participant deferral / active EE | $3,511 | $2,830+24.1% | $3,096+13.4% | $3,054+15.0% |
| Admin fee / account holder | $235 | $269-12.8% | $3,139-92.5% | $504-53.4% |