Filed April 3, 2013
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 | $47,446 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 10 | Accounting | $2,652 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $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 | $117,455 | $71,192+65.0% | $117,854-0.3% | $62,292+88.6% |
| Participation rate | 95.5% | 74.2%+21.3pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 21.29% | 18.66%+2.6pp | 335.08%-313.8pp | 28.90%-7.6pp |
| Employer contribution / active EE | $2,015 | $1,934+4.2% | $3,786-46.8% | $2,042-1.3% |
| Participant deferral / active EE | $5,190 | $3,189+62.8% | $4,482+15.8% | $3,169+63.8% |
| Admin fee / account holder | $9 | $587-98.4% | $8,020-99.9% | $479-98.0% |