Filed July 15, 2019 (most recent of 3 filings on file)
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 4-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 SERVICES4+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 4000 TOWN CENTER CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $6,454 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,065-100.0% | $123,544-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 1.18% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |