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 | $45,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,208 | $56,629+4.6% | $77,999-24.1% | $55,167+7.3% |
| Participation rate | 72.5% | 73.3%-0.8pp | 75.5%-3.0pp | 69.0%+3.5pp |
| Annual return | 6.49% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,632 | $1,723-5.3% | $2,470-33.9% | $1,963-16.8% |
| Participant deferral / active EE | $3,205 | $2,777+15.4% | $3,497-8.4% | $3,054+4.9% |
| Admin fee / account holder | $399 | $467-14.5% | $5,480-92.7% | $504-20.9% |