Filed October 9, 2020 (most recent of 12 filings on file)
Total covered: 31 employees
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 |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,855 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $70,343 | $79,523-11.5% | $140,016-49.8% | $56,287+25.0% |
| Participation rate | 99.4% | 85.7%+13.7pp | 87.5%+11.9pp | 69.9%+29.6pp |
| Annual return | 13.09% | 2.39%+10.7pp | 651.12%-638.0pp | -9.96%+23.1pp |
| Employer contribution / active EE | $2,674 | $3,350-20.2% | $5,606-52.3% | $2,111+26.7% |
| Participant deferral / active EE | $3,899 | $5,129-24.0% | $6,927-43.7% | $3,350+16.4% |
| Admin fee / account holder | $9 | $614-98.6% | $10,705-99.9% | $521-98.3% |