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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $53,504 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $18,921 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,978 | $52,293-36.9% | $178,490-81.5% | $73,409-55.1% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+11.9pp |
| Annual return | 12.02% | 34.75%-22.7pp | 151.07%-139.0pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,161 | $1,735+24.5% | $5,011-56.9% | $2,234-3.2% |
| Participant deferral / active EE | $2,412 | $2,332+3.4% | $5,202-53.6% | $3,805-36.6% |
| Admin fee / account holder | $151 | $127+18.5% | $13,984-98.9% | $158-4.4% |