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 |
|---|---|---|
Filed as: EPIC RPS Service code 15 · EIN 16-1450952 | Recordkeeping | $53,900 |
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 | $109,923 | $60,396+82.0% | $111,392-1.3% | $56,287+95.3% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.9%-0.2pp | 69.9%+8.8pp |
| Annual return | -6.35% | 20.26%-26.6pp | -2.06%-4.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,662 | $3,459+34.8% | $4,328+7.7% | $2,111+120.8% |
| Participant deferral / active EE | $5,045 | $4,421+14.1% | $5,567-9.4% | $3,350+50.6% |
| Admin fee / account holder | $275 | $610-54.9% | $12,266-97.8% | $521-47.2% |