Filed April 12, 2000
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 47-1411118 | Advisory (Plan) | $39,042 |
EPSTEIN BECKER & GREEN PC6+ years Filed as: EPSTEIN/TABOR/SCHORR Service code 16 · EIN 25-1267850 | Consulting | $8,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $66,788 | $85,135-21.6% | $98,907-32.5% | $73,409-9.0% |
| Participation rate | 57.6% | 81.1%-23.5pp | 76.0%-18.4pp | 72.2%-14.6pp |
| Annual return | 12.07% | 19.14%-7.1pp | 196.43%-184.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $677 | $2,721-75.1% | $2,689-74.8% | $2,234-69.7% |
| Participant deferral / active EE | $2,283 | $4,349-47.5% | $4,244-46.2% | $3,805-40.0% |
| Admin fee / account holder | $270 | $139+94.0% | $6,642-95.9% | $158+71.2% |