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 | $55,399 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 27 · EIN 37-0899315 | Advisory (Plan) | $34,249 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $16,911 |
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 | $133,069 | $82,978+60.4% | $129,995+2.4% | $71,457+86.2% |
| Participation rate | 94.0% | 74.1%+19.9pp | 78.5%+15.5pp | 67.9%+26.1pp |
| Annual return | 16.12% | 20.60%-4.5pp | -137.18%+153.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,262 | $2,622+24.4% | $4,320-24.5% | $2,588+26.0% |
| Participant deferral / active EE | $7,580 | $4,432+71.0% | $5,820+30.2% | $4,289+76.7% |
| Admin fee / account holder | $369 | $1,729-78.7% | $10,614-96.5% | $1,587-76.8% |