Filed January 23, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,058 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $11,084 |
Filed as: ACTUARIAL DESIGNS AND SOLUTIONS INC Service code 37 · EIN 01-0496183 | Loan Processing | $5,592 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,205 | $54,390+7.0% | $117,039-50.3% | $69,631-16.4% |
| Participation rate | 40.7% | 58.5%-17.9pp | 77.2%-36.5pp | 70.7%-30.0pp |
| Annual return | 18.96% | 18.33%+0.6pp | 18.95%0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $886 | $1,357-34.7% | $3,785-76.6% | $2,032-56.4% |
| Participant deferral / active EE | $2,590 | $2,076+24.8% | $3,929-34.1% | $3,224-19.7% |
| Admin fee / account holder | $132 | $98+35.2% | $5,974-97.8% | $110+19.7% |