Filed July 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $9,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,535 | $81,537+8.6% | $149,718-40.9% | $69,631+27.1% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.1%+11.5pp | 70.7%+27.9pp |
| Annual return | 16.78% | 22.79%-6.0pp | 1501.63%-1484.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,864 | $3,239-11.6% | $5,445-47.4% | $2,032+40.9% |
| Participant deferral / active EE | $3,528 | $4,994-29.4% | $6,569-46.3% | $3,224+9.4% |
| Admin fee / account holder | $13 | $107-88.1% | $11,283-99.9% | $110-88.4% |