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 | $67,551 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Recordkeeping and information managem... | $19,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,729 | $59,159-15.9% | $159,960-68.9% | $66,914-25.7% |
| Participation rate | 71.3% | 68.1%+3.2pp | 78.0%-6.6pp | 69.8%+1.5pp |
| Annual return | -14.66% | -12.26%-2.4pp | 408.60%-423.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,268 | $1,983+14.4% | $4,226-46.3% | $2,544-10.9% |
| Participant deferral / active EE | $3,860 | $4,395-12.2% | $6,182-37.6% | $4,237-8.9% |
| Admin fee / account holder | $468 | $591-20.8% | $8,698-94.6% | $593-21.1% |