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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $96,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,948 | $44,989-9.0% | $170,442-76.0% | $77,958-47.5% |
| Participation rate | 23.2% | 64.6%-41.4pp | 83.6%-60.4pp | 71.6%-48.4pp |
| Annual return | 13.98% | 19.61%-5.6pp | 205.93%-191.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $524 | $1,466-64.3% | $5,433-90.4% | $2,310-77.3% |
| Participant deferral / active EE | $606 | $2,208-72.6% | $4,939-87.7% | $3,537-82.9% |
| Admin fee / account holder | $267 | $69+287.2% | $13,880-98.1% | $97+174.2% |