Filed July 1, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $73,873 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ABG INVESTMENT SERVICES Service code 27 · EIN 41-1812533 | Advisory (Plan) | $49,512 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PAX WORLD1 year Service code 52 · EIN 02-0280580 | Indirect Investment Fees | $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 | $64,222 | $155,795-58.8% | $136,294-52.9% | $69,631-7.8% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 25.78% | 232464.33%-232438.6pp | 5155.94%-5130.2pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $2,660 | $2,991-11.1% | $4,695-43.4% | $2,032+30.9% |
| Participant deferral / active EE | $6,220 | $5,394+15.3% | $6,247-0.4% | $3,224+93.0% |
| Admin fee / account holder | $188 | $128+46.6% | $9,243-98.0% | $110+70.2% |