Filed November 29, 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 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 27 · EIN 26-2782952 | Advisory (Plan) | $27,213 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: REGENCY RETIREMENT PLAN CONSULTANTS Service code 70 · EIN 32-0351441 | Consulting Fees | $16,631 |
Service code 49 · EIN 04-1590850 | Other Services | $13,998 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,202 | $23,119+47.9% | $71,086-51.9% | $75,289-54.6% |
| Participation rate | 13.4% | 36.3%-22.9pp | 54.7%-41.2pp | 72.4%-59.0pp |
| Annual return | -5.04% | -3.32%-1.7pp | 650.59%-655.6pp | -0.04%-5.0pp |
| Employer contribution / active EE | $119 | $399-70.1% | $1,088-89.0% | $2,405-95.0% |
| Participant deferral / active EE | $409 | $960-57.4% | $1,874-78.2% | $3,739-89.1% |
| Admin fee / account holder | $18 | $89-80.2% | $3,082-99.4% | $102-82.7% |