Filed December 14, 2015 (most recent of 2 filings on file)
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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $25,884 |
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 | $82,121 | $68,413+20.0% | $123,104-33.3% | $55,191+48.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 14.89% | 6.30%+8.6pp | 13.22%+1.7pp | 10.78%+4.1pp |
| Employer contribution / active EE | $5,420 | $3,050+77.7% | $5,151+5.2% | $1,899+185.5% |
| Participant deferral / active EE | $3,165 | $4,490-29.5% | $6,230-49.2% | $3,046+3.9% |
| Admin fee / account holder | $73 | $88-16.7% | $9,015-99.2% | $91-19.5% |