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: HANSON MCCLAIN RETIREMENT PLAN SERV Service code 27 1180 IRON POINT ROAD · FOLSOM, CA 95630 | Advisory (Plan) | $23,527 |
NEWPORT GROUP, INC.3+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,662 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,729 | $65,557-31.8% | $105,738-57.7% | $56,287-20.5% |
| Participation rate | 71.7% | 63.4%+8.2pp | 76.3%-4.7pp | 69.9%+1.8pp |
| Annual return | 0.31% | -1.32%+1.6pp | 6.27%-6.0pp | -9.96%+10.3pp |
| Employer contribution / active EE | $1,809 | $1,788+1.2% | $3,268-44.7% | $2,111-14.3% |
| Participant deferral / active EE | $3,405 | $2,418+40.8% | $4,080-16.6% | $3,350+1.6% |
| Admin fee / account holder | $298 | $561-46.9% | $6,913-95.7% | $521-42.8% |