Filed August 13, 2019 (most recent of 3 filings on file)
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: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $45,924 |
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 | $70,520 | $81,537-13.5% | $149,718-52.9% | $69,631+1.3% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.5pp | 70.7%+23.9pp |
| Annual return | 21.30% | 22.79%-1.5pp | 1501.63%-1480.3pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $1,763 | $3,239-45.6% | $5,445-67.6% | $2,032-13.2% |
| Participant deferral / active EE | $4,528 | $4,994-9.3% | $6,569-31.1% | $3,224+40.5% |
| Admin fee / account holder | $99 | $107-7.5% | $11,283-99.1% | $110-10.5% |