Filed May 5, 2010
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 | $29,758 |
Service code 27 · EIN 41-2142497 | Advisory (Plan) | $21,524 |
LT TRUST COMPANY5+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities); Sh... | $5,675 |
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 | $111,094 | $50,666+119.3% | $76,817+44.6% | $65,185+70.4% |
| Participation rate | 96.6% | 68.8%+27.8pp | 72.1%+24.5pp | 70.2%+26.4pp |
| Annual return | 24.89% | 28.51%-3.6pp | 1166.11%-1141.2pp | 29.38%-4.5pp |
| Employer contribution / active EE | $5,224 | $1,575+231.7% | $2,302+126.9% | $2,177+140.0% |
| Participant deferral / active EE | $5,223 | $2,647+97.3% | $3,336+56.6% | $3,514+48.6% |
| Admin fee / account holder | $104 | $463-77.5% | $6,420-98.4% | $847-87.7% |