Filed April 25, 1996
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 SERVICES5+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $66,802 |
DESCHUTES INVESTMENT CONSULTING5+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $61,827 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,795 | $26,479-13.9% | $74,701-69.5% | $77,787-70.7% |
| Participation rate | 45.1% | 37.6%+7.5pp | 54.5%-9.4pp | 73.2%-28.1pp |
| Annual return | 26.12% | 38.31%-12.2pp | 752.92%-726.8pp | 32.57%-6.5pp |
| Employer contribution / active EE | $138 | $440-68.5% | $1,084-87.2% | $2,504-94.5% |
| Participant deferral / active EE | $1,082 | $1,074+0.7% | $1,964-44.9% | $3,967-72.7% |
| Admin fee / account holder | $109 | $119-8.7% | $3,333-96.7% | $100+8.6% |