Filed August 8, 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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $197,891 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,001 | $80,211+1.0% | $74,183+9.2% | $63,975+26.6% |
| Participation rate | 97.0% | 84.2%+12.8pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 18.69% | 14.13%+4.6pp | 17.74%+1.0pp | 48.65%-30.0pp |
| Employer contribution / active EE | $4,751 | $2,553+86.1% | $2,370+100.5% | $2,182+117.8% |
| Participant deferral / active EE | $4,114 | $4,370-5.9% | $3,550+15.9% | $3,356+22.6% |
| Admin fee / account holder | $78 | $67+16.8% | $5,586-98.6% | $70+11.4% |