Filed October 18, 2004
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 | $19,810 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $10,352 |
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 | $88,734 | $70,667+25.6% | $123,104-27.9% | $52,331+69.6% |
| Participation rate | 98.6% | 83.7%+14.9pp | 86.8%+11.9pp | 68.1%+30.5pp |
| Annual return | 0.24% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,280 | $2,946-22.6% | $5,151-55.7% | $1,882+21.2% |
| Participant deferral / active EE | $7,525 | $4,493+67.5% | $6,230+20.8% | $3,022+149.0% |
| Admin fee / account holder | $83 | $506-83.7% | $9,015-99.1% | $592-86.0% |