Filed January 4, 2011
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 SERVICES10+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $72,087 |
HORAN SECURITIES INC1 year Service code 27 4990 EAST GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $10,000 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 19 · EIN 75-3182674 PO BOX 3595 · NEW YORK, NY 10008 | Securities Custodian | $8,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,311 | $62,688-58.0% | $178,014-85.2% | $77,671-66.1% |
| Participation rate | 96.3% | 66.9%+29.4pp | 77.1%+19.2pp | 70.6%+25.7pp |
| Annual return | 15.26% | 16.16%-0.9pp | 294.80%-279.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,195 | $1,912+14.8% | $3,950-44.4% | $2,726-19.5% |
| Participant deferral / active EE | $3,762 | $4,224-10.9% | $6,276-40.1% | $4,648-19.1% |
| Admin fee / account holder | $128 | $386-67.0% | $10,362-98.8% | $430-70.4% |