Filed July 8, 2021 (most recent of 3 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 |
|---|---|---|
EP WEALTH ADVISORS LLC4 years Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $58,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,674 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,078 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,929 | $81,908+62.3% | $90,749+46.5% | $64,808+105.1% |
| Participation rate | 99.4% | 80.5%+18.9pp | 75.7%+23.7pp | 71.5%+27.9pp |
| Annual return | -13.90% | -12.53%-1.4pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $8,161 | $3,065+166.3% | $2,921+179.4% | $2,506+225.7% |
| Participant deferral / active EE | $7,205 | $4,840+48.8% | $4,564+57.9% | $4,310+67.2% |
| Admin fee / account holder | $276 | $157+75.4% | $8,445-96.7% | $188+46.8% |