Filed March 8, 2013
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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.4+ years Service code 16 · EIN 38-3242375 | Consulting | $24,674 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI Service code 15 · EIN 38-2738460 | Recordkeeping | $21,242 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $6,448 |
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 | $60,192 | $44,873+34.1% | $79,464-24.3% | $56,287+6.9% |
| Participation rate | 96.2% | 68.7%+27.4pp | 73.3%+22.8pp | 69.9%+26.3pp |
| Annual return | -6.10% | 0.81%-6.9pp | 718.14%-724.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,777 | $2,140+29.8% | $2,800-0.8% | $2,111+31.6% |
| Participant deferral / active EE | $3,914 | $2,746+42.5% | $3,704+5.7% | $3,350+16.8% |
| Admin fee / account holder | $294 | $418-29.7% | $5,113-94.2% | $521-43.5% |