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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $47,113 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $16,800 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,182 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $71,724 | $78,419-8.5% | $133,956-46.5% | $73,409-2.3% |
| Participation rate | 70.1% | 78.6%-8.5pp | 79.8%-9.7pp | 72.2%-2.1pp |
| Annual return | 12.63% | 33.35%-20.7pp | 45.09%-32.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,154 | $2,044-43.6% | $3,919-70.6% | $2,234-48.4% |
| Participant deferral / active EE | $2,238 | $3,925-43.0% | $5,048-55.7% | $3,805-41.2% |
| Admin fee / account holder | $202 | $161+25.0% | $8,927-97.7% | $158+27.7% |