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 BANK2 years Service code 21 · EIN 62-1829917 | Bank Trustee | $30,001 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $9,928 |
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 | $24,006 | $43,504-44.8% | $68,793-65.1% | $56,287-57.3% |
| Participation rate | 72.9% | 67.8%+5.0pp | 72.2%+0.6pp | 69.9%+3.0pp |
| Annual return | -4.99% | -3.15%-1.8pp | -4.63%-0.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $484 | $1,525-68.3% | $2,625-81.6% | $2,111-77.1% |
| Participant deferral / active EE | $1,282 | $2,509-48.9% | $3,311-61.3% | $3,350-61.7% |
| Admin fee / account holder | $241 | $515-53.3% | $5,131-95.3% | $521-53.8% |