Filed December 31, 1992
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 |
|---|---|---|
PINNACLE BANK1 year Service code 21 · EIN 62-1829917 | Bank Trustee | $37,306 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,154 |
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 | $24,101 | $50,385-52.2% | $75,670-68.2% | $62,292-61.3% |
| Participation rate | 74.3% | 67.7%+6.6pp | 72.3%+2.0pp | 69.5%+4.8pp |
| Annual return | 12.42% | 19.90%-7.5pp | 27.34%-14.9pp | 28.90%-16.5pp |
| Employer contribution / active EE | $432 | $1,537-71.9% | $2,352-81.6% | $2,042-78.8% |
| Participant deferral / active EE | $1,126 | $2,445-53.9% | $3,142-64.2% | $3,169-64.5% |
| Admin fee / account holder | $219 | $384-42.9% | $5,800-96.2% | $479-54.3% |