Filed May 6, 2019
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 |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $46,506 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Recordkeeping and information managem... | $13,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,354 | $48,576-23.1% | $169,463-78.0% | $56,287-33.6% |
| Participation rate | 73.5% | 65.8%+7.7pp | 77.8%-4.3pp | 69.9%+3.6pp |
| Annual return | -3.17% | -2.51%-0.7pp | 1.83%-5.0pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,999 | $1,559+28.2% | $4,159-51.9% | $2,111-5.3% |
| Participant deferral / active EE | $3,260 | $3,275-0.5% | $5,277-38.2% | $3,350-2.7% |
| Admin fee / account holder | $305 | $435-29.9% | $9,109-96.7% | $521-41.5% |