Filed April 11, 2007 (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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $44,918 |
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 | $96,434 | $50,464+91.1% | $75,781+27.3% | $52,331+84.3% |
| Participation rate | 74.5% | 66.8%+7.8pp | 75.8%-1.3pp | 68.1%+6.4pp |
| Annual return | -0.51% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $4,729 | $1,988+137.8% | $3,323+42.3% | $1,882+151.3% |
| Participant deferral / active EE | $4,288 | $2,570+66.8% | $3,651+17.4% | $3,022+41.9% |
| Admin fee / account holder | $243 | $1,103-78.0% | $5,299-95.4% | $592-59.0% |