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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $63,936 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $21,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,029 | $81,474+78.0% | $133,956+8.3% | $73,488+97.4% |
| Participation rate | 94.3% | 76.4%+18.0pp | 79.8%+14.5pp | 70.7%+23.7pp |
| Annual return | 17.65% | 19.40%-1.8pp | 45.09%-27.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,970 | $2,209+34.4% | $3,919-24.2% | $2,270+30.8% |
| Participant deferral / active EE | $7,107 | $3,786+87.7% | $5,048+40.8% | $3,740+90.0% |
| Admin fee / account holder | $376 | $713-47.2% | $8,927-95.8% | $513-26.6% |