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 SERVICES8+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $67,695 |
DESCHUTES INVESTMENT CONSULTING8+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $65,959 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,836 |
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 | $28,724 | $26,906+6.8% | $61,373-53.2% | $77,904-63.1% |
| Participation rate | 36.5% | 33.4%+3.0pp | 52.6%-16.1pp | 73.7%-37.2pp |
| Annual return | -17.73% | -14.46%-3.3pp | 338.61%-356.3pp | 12.21%-29.9pp |
| Employer contribution / active EE | $118 | $521-77.4% | $1,159-89.8% | $2,848-95.9% |
| Participant deferral / active EE | $1,182 | $1,180+0.2% | $2,125-44.4% | $4,806-75.4% |
| Admin fee / account holder | $142 | $117+21.5% | $2,130-93.3% | $133+7.2% |