Filed July 31, 2019 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $53,787 |
FIRST COMMUNITY TRUST N.A.4+ years Service code 24 · EIN 42-1512084 | Discretionary Trustee | $52,912 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,856 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
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 | $55,412 | $80,005-30.7% | $140,016-60.4% | $55,725-0.6% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.8pp |
| Annual return | -5.58% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,557 | $3,403-24.8% | $5,606-54.4% | $2,078+23.1% |
| Participant deferral / active EE | $3,715 | $5,264-29.4% | $6,927-46.4% | $3,356+10.7% |
| Admin fee / account holder | $270 | $116+133.8% | $10,705-97.5% | $115+134.8% |