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 | $70,889 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 27 · EIN 37-0899315 | Advisory (Plan) | $34,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,365 | $86,655+38.9% | $119,609+0.6% | $66,914+79.9% |
| Participation rate | 96.5% | 75.6%+20.9pp | 79.3%+17.2pp | 69.8%+26.7pp |
| Annual return | -14.74% | -8.00%-6.7pp | -14.97%+0.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,252 | $2,536+28.2% | $4,232-23.2% | $2,544+27.8% |
| Participant deferral / active EE | $7,611 | $4,358+74.6% | $5,602+35.9% | $4,237+79.6% |
| Admin fee / account holder | $384 | $755-49.1% | $10,323-96.3% | $593-35.2% |