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 | $15,746 |
FIRST COMMUNITY TRUST N.A.3 years Filed as: FIRST COMMUNITY TRUST, N.A. Service code 27 · EIN 42-1512084 | Advisory (Plan) | $13,089 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
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 | $41,319 | $98,982-58.3% | $162,163-74.5% | $65,185-36.6% |
| Participation rate | 89.3% | 85.8%+3.5pp | 87.6%+1.7pp | 70.2%+19.1pp |
| Annual return | 22.84% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,927 | $3,467-15.6% | $5,614-47.9% | $2,177+34.5% |
| Participant deferral / active EE | $4,028 | $5,384-25.2% | $7,298-44.8% | $3,514+14.6% |
| Admin fee / account holder | $205 | $596-65.7% | $10,843-98.1% | $847-75.8% |