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 SERVICES2+ years Filed as: BOETGER & ASSOCIATES, INC. Service code 13 1030 STATE STREET, SUITE 2 · ERIE, PA 16501 | Contract Administrator | $10,591 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,078 | $60,349+90.7% | $74,183+55.1% | $62,891+83.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.15% | 21.37%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $5,425 | $1,680+222.9% | $2,370+128.9% | $2,281+137.8% |
| Participant deferral / active EE | $6,174 | $2,856+116.2% | $3,550+73.9% | $3,203+92.8% |
| Admin fee / account holder | $9 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |