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 |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $55,880 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Recordk... | $8,548 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,549 | $81,474-49.0% | $133,956-69.0% | $73,488-43.5% |
| Participation rate | 95.8% | 76.4%+19.5pp | 79.8%+16.0pp | 70.7%+25.2pp |
| Annual return | 9.58% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $2,649 | $2,209+19.9% | $3,919-32.4% | $2,270+16.7% |
| Participant deferral / active EE | $1,490 | $3,786-60.7% | $5,048-70.5% | $3,740-60.2% |
| Admin fee / account holder | $304 | $713-57.4% | $8,927-96.6% | $513-40.8% |