Filed February 5, 1993
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 | $15,687 |
Filed as: FIRST COMMUNITY TRUST, N.A. Service code 27 · EIN 42-1512084 | Advisory (Plan) | $10,839 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | 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 | $43,110 | $89,739-52.0% | $149,718-71.2% | $62,292-30.8% |
| Participation rate | 87.7% | 85.1%+2.6pp | 87.1%+0.7pp | 69.5%+18.2pp |
| Annual return | 18.60% | 21.01%-2.4pp | 1501.63%-1483.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,701 | $3,233-16.4% | $5,445-50.4% | $2,042+32.3% |
| Participant deferral / active EE | $3,568 | $4,797-25.6% | $6,569-45.7% | $3,169+12.6% |
| Admin fee / account holder | $211 | $551-61.8% | $11,283-98.1% | $479-56.1% |