See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $44,075 |
FIRST COMMUNITY TRUST N.A.3+ years Filed as: FIRST COMMUNITY TRUST, NA Service code 26 · EIN 42-1512084 | Advisory (Participants) | $30,672 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $4,953 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,345 | $58,083+10.8% | $80,019-19.6% | $56,287+14.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -0.10% | 34.61%-34.7pp | 11.22%-11.3pp | -9.96%+9.9pp |
| Employer contribution / active EE | $2,096 | $1,932+8.5% | $2,468-15.1% | $2,111-0.7% |
| Participant deferral / active EE | $2,884 | $3,135-8.0% | $3,686-21.7% | $3,350-13.9% |
| Admin fee / account holder | $404 | $623-35.1% | $6,521-93.8% | $521-22.4% |