Filed February 9, 2009
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 SERVICES2+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $30,465 |
Filed as: KESTRA INVESTMENT SERVICES, LLC. Service code 26 · EIN 68-0279977 | Advisory (Participants) | $23,549 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,704 | $46,732+100.5% | $156,549-40.1% | $55,167+69.9% |
| Participation rate | 97.8% | 65.8%+32.0pp | 84.0%+13.8pp | 69.0%+28.8pp |
| Annual return | 7.16% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $9,132 | $2,105+333.8% | $5,501+66.0% | $1,963+365.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $184 | $418-56.1% | $13,027-98.6% | $504-63.5% |