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 |
|---|---|---|
FIRST COMMUNITY TRUST N.A.6+ years Service code 24 · EIN 42-1512084 | Discretionary Trustee | $61,736 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $33,021 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $15,938 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,289 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | 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 | $65,689 | $111,608-41.1% | $177,821-63.1% | $73,409-10.5% |
| Participation rate | 99.4% | 87.9%+11.6pp | 87.7%+11.7pp | 72.2%+27.3pp |
| Annual return | 14.39% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $4,388 | $3,796+15.6% | $5,918-25.9% | $2,234+96.5% |
| Participant deferral / active EE | $4,103 | $6,199-33.8% | $7,714-46.8% | $3,805+7.8% |
| Admin fee / account holder | $253 | $166+52.9% | $12,427-98.0% | $158+60.3% |