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 |
|---|---|---|
FIRST COMMUNITY TRUST N.A.4 years Filed as: FIRST COMMUNITY TRUST, N.A. Service code 27 · EIN 42-1512084 | Advisory (Plan) | $13,667 |
Service code 15 · EIN 16-1450962 | Recordkeeping | $10,929 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $4,294 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | 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 | $45,724 | $136,307-66.5% | $177,821-74.3% | $73,488-37.8% |
| Participation rate | 89.6% | 86.1%+3.5pp | 87.7%+1.9pp | 70.7%+18.9pp |
| Annual return | 15.00% | 18.68%-3.7pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $3,038 | $3,712-18.2% | $5,918-48.7% | $2,270+33.8% |
| Participant deferral / active EE | $4,169 | $5,829-28.5% | $7,714-46.0% | $3,740+11.5% |
| Admin fee / account holder | $193 | $596-67.6% | $12,427-98.4% | $513-62.3% |