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 | $18,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,165 | $63,905-1.2% | $74,183-14.9% | $57,658+9.6% |
| Participation rate | 29.8% | 79.8%-50.0pp | 76.6%-46.8pp | 70.2%-40.5pp |
| Annual return | 13.60% | 60.60%-47.0pp | 17.74%-4.1pp | 5.13%+8.5pp |
| Employer contribution / active EE | $821 | $1,840-55.4% | $2,370-65.3% | $1,974-58.4% |
| Participant deferral / active EE | $2,408 | $3,448-30.2% | $3,550-32.2% | $3,061-21.3% |
| Admin fee / account holder | $145 | $91+59.2% | $5,586-97.4% | $95+53.4% |