Filed March 22, 2018
Total covered: 10 employees
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 |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $38,691 |
CLEAR PERSPECTIVE ADVISORS3 years Service code 27 · EIN 45-2779868 | Advisory (Plan) | $30,573 |
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 | $38,225 | $62,928-39.3% | $172,739-77.9% | $67,579-43.4% |
| Participation rate | 73.4% | 64.5%+8.9pp | 82.6%-9.2pp | 71.3%+2.1pp |
| Annual return | 23.62% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,348 | $1,636+43.5% | $5,143-54.3% | $2,148+9.3% |
| Participant deferral / active EE | $2,745 | $2,145+28.0% | $5,198-47.2% | $3,539-22.4% |
| Admin fee / account holder | $204 | $167+22.3% | $13,954-98.5% | $142+43.2% |