Filed November 20, 2009
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 9-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 | $91,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,287 | $37,117+11.2% | $147,614-72.0% | $55,191-25.2% |
| Participation rate | 33.3% | 63.6%-30.3pp | 84.6%-51.3pp | 69.2%-35.8pp |
| Annual return | -1.06% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $865 | $1,620-46.6% | $5,564-84.5% | $1,899-54.4% |
| Participant deferral / active EE | $1,004 | $1,985-49.4% | $4,895-79.5% | $3,046-67.0% |
| Admin fee / account holder | $343 | $86+301.1% | $11,611-97.0% | $91+278.1% |