Filed March 1, 2002
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 |
|---|---|---|
Filed as: CHARLES EPSTEIN EPSTEIN FINANCIAL S Service code 27 330 WHITNEY AVE STE 160 · HOLYOKE, MA 01040 | Advisory (Plan) | $50,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,404 |
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 | $98,368 | $75,388+30.5% | $123,544-20.4% | $55,725+76.5% |
| Participation rate | 87.9% | 75.7%+12.2pp | 82.3%+5.6pp | 70.9%+17.0pp |
| Annual return | -5.19% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,107 | $3,063+1.4% | $4,628-32.9% | $2,078+49.5% |
| Participant deferral / active EE | $8,317 | $5,651+47.2% | $6,426+29.4% | $3,356+147.9% |
| Admin fee / account holder | $121 | $120+1.3% | $9,284-98.7% | $115+5.4% |