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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $92,909 |
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 | $43,612 | $36,916+18.1% | $156,549-72.1% | $57,658-24.4% |
| Participation rate | 32.8% | 63.4%-30.6pp | 84.0%-51.2pp | 70.2%-37.4pp |
| Annual return | 12.12% | 12.38%-0.3pp | 32.23%-20.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $954 | $1,571-39.3% | $5,501-82.7% | $1,974-51.7% |
| Participant deferral / active EE | $1,092 | $1,926-43.3% | $4,871-77.6% | $3,061-64.3% |
| Admin fee / account holder | $314 | $82+280.5% | $13,027-97.6% | $95+232.0% |