Filed December 3, 2003 (most recent of 2 filings on file)
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 SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 36-3712991 | Recordkeeping | $36,266 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC TRUSTCOMPANY Service code 19 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $21,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $427,259 | $46,732+814.3% | $156,549+172.9% | $55,167+674.5% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+15.0pp | 69.0%+30.0pp |
| Annual return | 10.63% | 17.72%-7.1pp | 32.23%-21.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $18,103 | $2,105+759.9% | $5,501+229.1% | $1,963+822.4% |
| Participant deferral / active EE | $12,462 | $2,204+465.4% | $4,871+155.8% | $3,054+308.0% |
| Admin fee / account holder | $454 | $418+8.6% | $13,027-96.5% | $504-9.8% |