Filed July 21, 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 |
|---|---|---|
Filed as: EPIC ADVISORS Service code 27 · EIN 16-1450952 | Advisory (Plan) | $38,620 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $12,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,866 | $110,094-19.3% | $151,611-41.4% | $68,494+29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.26% | -10.12%-10.1pp | 3.33%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,834 | $4,471-36.6% | $6,166-54.0% | $2,596+9.1% |
| Participant deferral / active EE | $3,981 | $6,527-39.0% | $8,363-52.4% | $4,027-1.1% |
| Admin fee / account holder | $471 | $7,719-93.9% | $11,616-95.9% | $5,403-91.3% |