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 SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 36-3712991 | Recordkeeping | $35,262 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC TRUSTCOMPANY Service code 19 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $21,468 |
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 | $506,780 | $55,453+813.9% | $170,442+197.3% | $62,292+713.6% |
| Participation rate | 96.2% | 66.4%+29.8pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 13.22% | 21.38%-8.2pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $18,741 | $2,164+766.2% | $5,433+245.0% | $2,042+817.7% |
| Participant deferral / active EE | $11,899 | $2,303+416.7% | $4,939+140.9% | $3,169+275.5% |
| Admin fee / account holder | $558 | $455+22.6% | $13,880-96.0% | $479+16.3% |