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 SERVICES1+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES LL Service code 15 · EIN 63-1239553 | Recordkeeping | $9,632 |
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 | $109,605 | $75,828+44.5% | $147,614-25.7% | $59,632+83.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.66% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $5,449 | $3,485+56.4% | $5,564-2.1% | $2,203+147.4% |
| Participant deferral / active EE | $3,845 | $3,130+22.8% | $4,895-21.5% | $3,192+20.5% |
| Admin fee / account holder | $220 | $5,985-96.3% | $11,611-98.1% | $4,297-94.9% |