Filed March 28, 2005
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 8-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: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $55,808 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $29,648 |
KAY INVESTMENT, INC.1+ years Filed as: KAY INVESTMENTS, INC. Service code 17 · EIN 16-1585613 | Pension Consulting | $28,765 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,193 | $53,412+140.0% | $68,509+87.1% | $52,331+145.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -0.77% | 3.42%-4.2pp | 8.27%-9.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,077 | $1,607+91.5% | $2,278+35.1% | $1,882+63.5% |
| Participant deferral / active EE | $5,068 | $2,688+88.5% | $3,382+49.8% | $3,022+67.7% |
| Admin fee / account holder | $686 | $461+48.8% | $5,275-87.0% | $592+15.9% |