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.5+ years Service code 16 · EIN 38-3242375 | Consulting | $25,636 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI Service code 15 · EIN 38-2738460 | Recordkeeping | $23,006 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $6,554 |
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 | $69,331 | $51,620+34.3% | $90,281-23.2% | $65,185+6.4% |
| Participation rate | 96.3% | 68.6%+27.7pp | 73.3%+23.0pp | 70.2%+26.1pp |
| Annual return | 20.91% | 24.94%-4.0pp | 78.10%-57.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,228 | $2,235+44.5% | $2,854+13.1% | $2,177+48.3% |
| Participant deferral / active EE | $4,140 | $2,871+44.2% | $3,885+6.6% | $3,514+17.8% |
| Admin fee / account holder | $276 | $384-28.2% | $5,351-94.8% | $847-67.4% |