Filed July 1, 1994
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $42,849 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK, CPAS PC Service code 10 · EIN 45-4051133 | Accounting | $15,350 |
Service code 21 · EIN 16-0373410 | Bank Trustee | $0 |
Filed as: FIDELITY INVESTMENTS Service code 59 · EIN 06-1194217 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,877 | $68,413+100.1% | $123,104+11.2% | $55,191+148.0% |
| Participation rate | 88.8% | 84.5%+4.3pp | 86.8%+2.0pp | 69.2%+19.6pp |
| Annual return | 1.36% | 6.30%-4.9pp | 13.22%-11.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $7,188 | $3,050+135.7% | $5,151+39.5% | $1,899+278.6% |
| Participant deferral / active EE | $3,464 | $4,490-22.9% | $6,230-44.4% | $3,046+13.7% |
| Admin fee / account holder | $135 | $88+53.4% | $9,015-98.5% | $91+48.4% |