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 |
|---|---|---|
Service code 15 · EIN 16-1450962 | Recordkeeping | $14,360 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $1,234 |
CHARLES SCHWAB & CO., INC.5 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 | $51,718 | $54,573-5.2% | $90,951-43.1% | $73,488-29.6% |
| Participation rate | 83.2% | 61.2%+22.0pp | 69.0%+14.2pp | 70.7%+12.5pp |
| Annual return | 14.20% | 16.69%-2.5pp | 134.60%-120.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,005 | $991+102.3% | $2,122-5.5% | $2,270-11.7% |
| Participant deferral / active EE | $2,255 | $2,517-10.4% | $3,373-33.1% | $3,740-39.7% |
| Admin fee / account holder | $109 | $521-79.1% | $5,959-98.2% | $513-78.7% |