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 27 · EIN 37-0899315 | Advisory (Plan) | $44,935 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $31,718 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,410 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,735 | $71,142+6.5% | $119,609-36.7% | $64,808+16.9% |
| Participation rate | 51.7% | 78.6%-26.9pp | 79.3%-27.6pp | 71.5%-19.8pp |
| Annual return | -14.28% | -10.01%-4.3pp | -14.97%+0.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $944 | $2,497-62.2% | $4,232-77.7% | $2,506-62.3% |
| Participant deferral / active EE | $1,841 | $4,490-59.0% | $5,602-67.1% | $4,310-57.3% |
| Admin fee / account holder | $276 | $162+70.1% | $10,323-97.3% | $188+46.8% |