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 49 · EIN 04-1590850 | Other Services | $92,841 |
ABG PORTFOLIO STRATEGIES, INC.4+ years Filed as: ABG INVESTMENT SERVICES Service code 27 · EIN 41-1812533 | Advisory (Plan) | $55,813 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years 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 HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PAX WORLD2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $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 | $58,141 | $75,388-22.9% | $123,544-52.9% | $55,725+4.3% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.3%+15.2pp | 70.9%+26.6pp |
| Annual return | -4.96% | 4.48%-9.4pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,173 | $3,063-29.0% | $4,628-53.0% | $2,078+4.6% |
| Participant deferral / active EE | $7,515 | $5,651+33.0% | $6,426+17.0% | $3,356+124.0% |
| Admin fee / account holder | $230 | $120+92.4% | $9,284-97.5% | $115+100.0% |