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 LLC6 years Filed as: EP WEALTH ADVISORS INC Service code 27 · EIN 33-0152539 | Advisory (Plan) | $58,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,406 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,346 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,126 | $92,055+67.4% | $106,213+45.1% | $77,643+98.5% |
| Participation rate | 95.2% | 81.0%+14.2pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 13.92% | 17.91%-4.0pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $6,359 | $3,367+88.9% | $3,171+100.5% | $2,726+133.3% |
| Participant deferral / active EE | $8,231 | $5,386+52.8% | $5,016+64.1% | $4,647+77.1% |
| Admin fee / account holder | $266 | $219+21.4% | $11,033-97.6% | $430-38.2% |