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 9-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 SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 · EIN 38-3712991 | Recordkeeping | $109,546 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY LLC Service code 26 · EIN 75-3182674 | Advisory (Participants) | $17,021 |
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 | $91,016 | $155,795-41.6% | $136,294-33.2% | $69,631+30.7% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 16.58% | 232464.33%-232447.8pp | 5155.94%-5139.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $4,536 | $2,991+51.7% | $4,695-3.4% | $2,032+123.2% |
| Participant deferral / active EE | $5,800 | $5,394+7.5% | $6,247-7.2% | $3,224+79.9% |
| Admin fee / account holder | $270 | $128+110.5% | $9,243-97.1% | $110+144.5% |