Filed February 11, 2005 (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 SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,030 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,091 | $70,667+77.0% | $123,104+1.6% | $52,331+139.0% |
| Participation rate | 86.2% | 83.7%+2.5pp | 86.8%-0.5pp | 68.1%+18.1pp |
| Annual return | 5.28% | 6.23%-1.0pp | 13.22%-7.9pp | 4.54%+0.7pp |
| Employer contribution / active EE | $1,841 | $2,946-37.5% | $5,151-64.3% | $1,882-2.2% |
| Participant deferral / active EE | $3,571 | $4,493-20.5% | $6,230-42.7% | $3,022+18.2% |
| Admin fee / account holder | $7 | $506-98.6% | $9,015-99.9% | $592-98.8% |