Filed July 18, 2006
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 | $36,575 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 24 · EIN 42-1558009 | Discretionary Trustee | $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 | $67,586 | $69,159-2.3% | $125,175-46.0% | $67,5790% |
| Participation rate | 72.8% | 78.2%-5.4pp | 79.8%-7.0pp | 71.3%+1.5pp |
| Annual return | 19.37% | 27.12%-7.8pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,005 | $2,023-50.3% | $3,865-74.0% | $2,148-53.2% |
| Participant deferral / active EE | $2,065 | $3,700-44.2% | $4,937-58.2% | $3,539-41.6% |
| Admin fee / account holder | $210 | $142+48.0% | $9,702-97.8% | $142+47.5% |