Filed October 15, 2024 (most recent of 4 filings on file)
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 SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $64,960 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $13,540 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,891 | $68,413-57.8% | $123,104-76.5% | $55,191-47.7% |
| Participation rate | 86.1% | 84.5%+1.5pp | 86.8%-0.7pp | 69.2%+16.9pp |
| Annual return | 0.27% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,408 | $3,050-53.8% | $5,151-72.7% | $1,899-25.9% |
| Participant deferral / active EE | $2,105 | $4,490-53.1% | $6,230-66.2% | $3,046-30.9% |
| Admin fee / account holder | $74 | $88-15.6% | $9,015-99.2% | $91-18.4% |