Filed December 31, 1
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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $19,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,655 | $71,802+17.9% | $133,980-36.8% | $57,658+46.8% |
| Participation rate | 96.3% | 85.5%+10.9pp | 87.1%+9.3pp | 70.2%+26.1pp |
| Annual return | 13.67% | 13.51%+0.2pp | 29.30%-15.6pp | 5.13%+8.5pp |
| Employer contribution / active EE | $3,534 | $3,161+11.8% | $5,211-32.2% | $1,974+79.1% |
| Participant deferral / active EE | $6,374 | $4,606+38.4% | $6,282+1.5% | $3,061+108.3% |
| Admin fee / account holder | $19 | $88-78.1% | $9,324-99.8% | $95-79.7% |