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 | $100,132 |
Filed as: ABG INVESTMENT SERVICES, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $58,238 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS3 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 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 HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PAX WORLD3 years Service code 52 · EIN 84-0996383 | 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 | $67,204 | $88,122-23.7% | $141,162-52.4% | $67,579-0.6% |
| Participation rate | 97.1% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.8pp |
| Annual return | 24.04% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,509 | $3,224-53.2% | $4,735-68.1% | $2,148-29.7% |
| Participant deferral / active EE | $7,509 | $5,958+26.0% | $6,709+11.9% | $3,539+112.2% |
| Admin fee / account holder | $224 | $131+71.1% | $10,261-97.8% | $142+57.4% |