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 SERVICES4+ years Filed as: CASE PEARLMAN RETIREMENT PLAN Service code 27 7780 CAMBRIDGE MANOR PLACE, STE B · FORT MYERS, FL 33907 | Advisory (Plan) | $27,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,488 |
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 | $28,344 | $47,648-40.5% | $130,648-78.3% | $67,579-58.1% |
| Participation rate | 70.9% | 60.4%+10.5pp | 71.7%-0.8pp | 71.3%-0.4pp |
| Annual return | 28.91% | 25.73%+3.2pp | 1708.96%-1680.1pp | 378.56%-349.7pp |
| Employer contribution / active EE | $466 | $1,408-66.9% | $4,092-88.6% | $2,148-78.3% |
| Participant deferral / active EE | $3,260 | $2,616+24.6% | $3,603-9.5% | $3,539-7.9% |
| Admin fee / account holder | $44 | $105-58.5% | $5,464-99.2% | $142-69.4% |