Filed January 30, 1992
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 | $19,624 |
Filed as: PHILLIPS, SALMI & ASSOCIATES, LLC Service code 10 · EIN 27-2509623 | Accounting | $5,150 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 | Discretionary Trustee | $2,998 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,320 | $42,548-38.1% | $74,550-64.7% | $56,287-53.2% |
| Participation rate | 85.5% | 60.5%+25.0pp | 69.1%+16.3pp | 69.9%+15.6pp |
| Annual return | -4.42% | 12.40%-16.8pp | 32.53%-36.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,168 | $855+153.5% | $1,961+10.5% | $2,111+2.7% |
| Participant deferral / active EE | $2,353 | $2,277+3.3% | $3,108-24.3% | $3,350-29.7% |
| Admin fee / account holder | $39 | $467-91.6% | $5,060-99.2% | $521-92.5% |