Filed December 10, 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: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $4,874 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,791 | $40,256-38.4% | $57,343-56.8% | $59,632-58.4% |
| Participation rate | 89.1% | 69.2%+20.0pp | 75.1%+14.0pp | 68.7%+20.5pp |
| Annual return | 0.07% | 27.49%-27.4pp | 24.39%-24.3pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,767 | $1,922-8.0% | $2,689-34.3% | $2,203-19.8% |
| Participant deferral / active EE | $2,158 | $2,399-10.1% | $3,162-31.8% | $3,192-32.4% |
| Admin fee / account holder | $79 | $2,818-97.2% | $3,356-97.6% | $4,297-98.2% |