Filed September 14, 2006 (most recent of 2 filings on file)
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 SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $246,472 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $56,363 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,855 | $89,274-31.8% | $149,718-59.4% | $77,958-21.9% |
| Participation rate | 96.6% | 87.6%+9.0pp | 87.1%+9.5pp | 71.6%+25.0pp |
| Annual return | 17.16% | 20.36%-3.2pp | 1501.63%-1484.5pp | 20.87%-3.7pp |
| Employer contribution / active EE | $2,158 | $3,727-42.1% | $5,445-60.4% | $2,310-6.6% |
| Participant deferral / active EE | $4,883 | $5,382-9.3% | $6,569-25.7% | $3,537+38.1% |
| Admin fee / account holder | $57 | $240-76.2% | $11,283-99.5% | $97-41.5% |