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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $14,126 |
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 | $64,353 | $69,305-7.1% | $82,313-21.8% | $69,631-7.6% |
| Participation rate | 46.2% | 80.3%-34.1pp | 76.9%-30.7pp | 70.7%-24.5pp |
| Annual return | 17.30% | 21.47%-4.2pp | 25.88%-8.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,074 | $1,887-43.1% | $2,428-55.8% | $2,032-47.1% |
| Participant deferral / active EE | $2,977 | $3,568-16.6% | $3,706-19.7% | $3,224-7.6% |
| Admin fee / account holder | $87 | $97-10.3% | $5,608-98.4% | $110-21.0% |