Filed July 29, 2024
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: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $1,564 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,933 | $100,041-68.1% | $149,718-78.7% | $70,131-54.5% |
| Participation rate | 97.6% | 83.6%+14.1pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 22.64% | 27.43%-4.8pp | 1501.63%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,374 | $3,662-35.2% | $5,445-56.4% | $2,342+1.4% |
| Participant deferral / active EE | $4,691 | $4,983-5.8% | $6,569-28.6% | $3,332+40.8% |
| Admin fee / account holder | $14 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |