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 | $71,814 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Recordk... | $19,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,127 | $70,879-29.3% | $189,557-73.6% | $79,386-36.9% |
| Participation rate | 70.3% | 68.0%+2.4pp | 78.4%-8.1pp | 70.7%-0.4pp |
| Annual return | 10.84% | 20.70%-9.9pp | 64.17%-53.3pp | 116.85%-106.0pp |
| Employer contribution / active EE | $2,022 | $1,806+11.9% | $4,412-54.2% | $2,427-16.7% |
| Participant deferral / active EE | $3,342 | $4,081-18.1% | $6,174-45.9% | $4,046-17.4% |
| Admin fee / account holder | $428 | $647-33.8% | $9,807-95.6% | $626-31.6% |