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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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $48,709 |
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 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 | $81,664 | $80,753+1.1% | $136,294-40.1% | $62,292+31.1% |
| Participation rate | 83.2% | 73.5%+9.7pp | 81.9%+1.3pp | 69.5%+13.7pp |
| Annual return | 14.18% | 35.83%-21.6pp | 5155.94%-5141.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,662 | $2,884-42.4% | $4,695-64.6% | $2,042-18.6% |
| Participant deferral / active EE | $4,296 | $5,164-16.8% | $6,247-31.2% | $3,169+35.6% |
| Admin fee / account holder | $424 | $525-19.4% | $9,243-95.4% | $479-11.6% |