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 | $15,569 |
FIRST COMMUNITY TRUST N.A.2 years Filed as: FIRST COMMUNITY TRUST, N.A. Service code 27 · EIN 42-1512084 | Advisory (Plan) | $12,534 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,241 | $79,523-50.7% | $140,016-72.0% | $56,287-30.3% |
| Participation rate | 89.0% | 85.7%+3.3pp | 87.5%+1.5pp | 69.9%+19.1pp |
| Annual return | -7.57% | 2.39%-10.0pp | 651.12%-658.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,612 | $3,350-22.0% | $5,606-53.4% | $2,111+23.7% |
| Participant deferral / active EE | $3,512 | $5,129-31.5% | $6,927-49.3% | $3,350+4.9% |
| Admin fee / account holder | $213 | $614-65.4% | $10,705-98.0% | $521-59.2% |