See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 13 · EIN 16-1533601 | Contract Administrator | $1,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,881 | $55,453-53.3% | $170,442-84.8% | $62,292-58.5% |
| Participation rate | 23.8% | 66.4%-42.6pp | 83.6%-59.8pp | 69.5%-45.7pp |
| Annual return | 17.77% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $63 | $2,164-97.1% | $5,433-98.8% | $2,042-96.9% |
| Participant deferral / active EE | $734 | $2,303-68.1% | $4,939-85.1% | $3,169-76.8% |
| Admin fee / account holder | $50 | $455-89.1% | $13,880-99.6% | $479-89.6% |