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 |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 16-1450952 | Recordkeeping | $24,193 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $9,769 |
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 | $101,508 | $80,005+26.9% | $140,016-27.5% | $55,725+82.2% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.4pp |
| Annual return | 2.50% | 0.46%+2.0pp | 651.12%-648.6pp | 244.93%-242.4pp |
| Employer contribution / active EE | $2,415 | $3,403-29.0% | $5,606-56.9% | $2,078+16.2% |
| Participant deferral / active EE | $8,401 | $5,264+59.6% | $6,927+21.3% | $3,356+150.4% |
| Admin fee / account holder | $85 | $116-26.1% | $10,705-99.2% | $115-25.8% |