Filed March 10, 1998
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 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $34,569 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC RETIREMENT SERVICES CONSULTING Service code 16 · EIN 20-0823534 | Consulting | $26,713 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $98,283 | $43,423+126.3% | $78,689+24.9% | $55,167+78.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.88% | 11.53%-1.6pp | 62.18%-52.3pp | 169.23%-159.4pp |
| Employer contribution / active EE | $10,180 | $1,997+409.8% | $2,851+257.1% | $1,963+418.7% |
| Participant deferral / active EE | $7,676 | $2,509+206.0% | $3,517+118.3% | $3,054+151.3% |
| Admin fee / account holder | $174 | $416-58.2% | $4,510-96.1% | $504-65.5% |