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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $23,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,045 | $81,537+6.8% | $149,718-41.9% | $69,631+25.0% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.1%+7.0pp | 70.7%+23.3pp |
| Annual return | 37.06% | 22.79%+14.3pp | 1501.63%-1464.6pp | 27571.02%-27534.0pp |
| Employer contribution / active EE | $3,097 | $3,239-4.4% | $5,445-43.1% | $2,032+52.4% |
| Participant deferral / active EE | $5,271 | $4,994+5.6% | $6,569-19.8% | $3,224+63.5% |
| Admin fee / account holder | $17 | $107-84.2% | $11,283-99.9% | $110-84.7% |