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 | $55,729 |
FIRST COMMUNITY TRUST N.A.5+ years Service code 24 · EIN 42-1512084 | Discretionary Trustee | $55,715 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,886 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,548 | $88,515-29.3% | $162,163-61.4% | $67,579-7.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 23.14% | 27.04%-3.9pp | 115.59%-92.4pp | 378.56%-355.4pp |
| Employer contribution / active EE | $4,249 | $3,563+19.3% | $5,614-24.3% | $2,148+97.8% |
| Participant deferral / active EE | $4,236 | $5,724-26.0% | $7,298-42.0% | $3,539+19.7% |
| Admin fee / account holder | $249 | $124+101.5% | $10,843-97.7% | $142+75.1% |