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 | $20,648 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $10,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,195 | $98,982+9.3% | $162,163-33.3% | $65,185+66.0% |
| Participation rate | 97.8% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.6pp |
| Annual return | 19.03% | 24.84%-5.8pp | 115.59%-96.6pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,748 | $3,467-20.7% | $5,614-51.0% | $2,177+26.3% |
| Participant deferral / active EE | $9,845 | $5,384+82.8% | $7,298+34.9% | $3,514+180.2% |
| Admin fee / account holder | $64 | $596-89.2% | $10,843-99.4% | $847-92.4% |