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 |
|---|---|---|
COVINGTON CAPITAL MANAGEMENT2+ years Service code 33 · EIN 20-1253741 | Securities brokerage | $96 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 95-3794697 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,087 | $60,165+370.5% | $74,183+281.6% | $55,167+413.1% |
| Participation rate | 97.5% | 74.2%+23.3pp | 76.6%+20.9pp | 69.0%+28.5pp |
| Annual return | 10.45% | 10.00%+0.5pp | 17.74%-7.3pp | 169.23%-158.8pp |
| Employer contribution / active EE | $7,415 | $1,600+363.5% | $2,370+212.9% | $1,963+277.8% |
| Participant deferral / active EE | $6,016 | $2,973+102.4% | $3,550+69.5% | $3,054+97.0% |
| Admin fee / account holder | $1 | $419-99.8% | $5,586-100.0% | $504-99.9% |