Filed December 28, 2000
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: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $76,165 |
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.
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 | $153,188 | $67,411+127.2% | $91,001+68.3% | $70,131+118.4% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.4pp |
| Annual return | 11.22% | -40.16%+51.4pp | 4.60%+6.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,697 | $1,786+51.0% | $2,456+9.8% | $2,342+15.1% |
| Participant deferral / active EE | $5,028 | $2,823+78.1% | $3,547+41.7% | $3,332+50.9% |
| Admin fee / account holder | $732 | $4,236-82.7% | $5,417-86.5% | $4,645-84.2% |