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 |
|---|---|---|
Service code 27 · EIN 41-2142497 | Advisory (Plan) | $37,246 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,382 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $1,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,993 | $54,590+129.0% | $81,930+52.6% | $73,488+70.1% |
| Participation rate | 96.3% | 68.3%+28.0pp | 72.0%+24.3pp | 70.7%+25.6pp |
| Annual return | 17.38% | 17.74%-0.4pp | 29.49%-12.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $5,787 | $1,636+253.7% | $4,310+34.3% | $2,270+154.9% |
| Participant deferral / active EE | $5,691 | $2,759+106.3% | $7,107-19.9% | $3,740+52.2% |
| Admin fee / account holder | $174 | $592-70.5% | $5,158-96.6% | $513-66.0% |