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 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 | $7,980 |
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 | $116,068 | $88,122+31.7% | $141,162-17.8% | $67,579+71.8% |
| Participation rate | 89.7% | 76.5%+13.2pp | 82.5%+7.2pp | 71.3%+18.4pp |
| Annual return | 22.34% | 75.40%-53.1pp | 71.39%-49.0pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,638 | $3,224-18.2% | $4,735-44.3% | $2,148+22.8% |
| Participant deferral / active EE | $9,029 | $5,958+51.6% | $6,709+34.6% | $3,539+155.1% |
| Admin fee / account holder | $115 | $131-11.8% | $10,261-98.9% | $142-18.9% |