Filed December 6, 2005
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 | $55,898 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,352 | $54,320+20.3% | $67,652-3.4% | $52,331+24.9% |
| Participation rate | 85.6% | 73.6%+12.0pp | 75.7%+10.0pp | 68.1%+17.5pp |
| Annual return | -1.72% | 6.81%-8.5pp | 6625.04%-6626.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,181 | $1,544-23.5% | $2,266-47.9% | $1,882-37.3% |
| Participant deferral / active EE | $3,310 | $2,950+12.2% | $3,560-7.0% | $3,022+9.5% |
| Admin fee / account holder | $327 | $527-37.9% | $4,821-93.2% | $592-44.7% |