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 SERVICES7+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $67,927 |
DESCHUTES INVESTMENT CONSULTING7+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $66,390 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,092 | $36,939-2.3% | $80,716-55.3% | $93,030-61.2% |
| Participation rate | 44.1% | 32.6%+11.5pp | 54.2%-10.1pp | 73.9%-29.8pp |
| Annual return | 15.08% | 17.55%-2.5pp | 87.28%-72.2pp | 158.70%-143.6pp |
| Employer contribution / active EE | $90 | $455-80.2% | $1,160-92.2% | $2,706-96.7% |
| Participant deferral / active EE | $1,291 | $1,044+23.7% | $2,146-39.8% | $4,562-71.7% |
| Admin fee / account holder | $147 | $162-9.0% | $3,380-95.7% | $152-3.1% |