Filed January 19, 2012
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: MHM RETIREMENT PLAN SOLUTIONS Service code 64 · EIN 20-1876798 4700 WEST 47TH STREET · KANSAS CITY, MO 64112 | Recordkeeping Fees | $2,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,063 | $50,498+30.8% | $75,781-12.8% | $55,191+19.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 19.66% | 1.80%+17.9pp | 9.68%+10.0pp | 10.78%+8.9pp |
| Employer contribution / active EE | $3,741 | $2,291+63.3% | $3,323+12.6% | $1,899+97.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |