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 | $120,499 |
Filed as: ABG INVESTMENT SERVICES, INC. Service code 27 · EIN 41-1812533 | Advisory (Plan) | $62,328 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS4 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 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 HENDERSON4 years Service code 52 · EIN 84-0592523 | 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 | $83,642 | $100,801-17.0% | $149,696-44.1% | $73,409+13.9% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.5%+14.4pp | 72.2%+24.7pp |
| Annual return | 19.00% | 265.34%-246.3pp | 276.60%-257.6pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,558 | $3,312-52.9% | $4,644-66.4% | $2,234-30.2% |
| Participant deferral / active EE | $9,108 | $6,404+42.2% | $6,842+33.1% | $3,805+139.3% |
| Admin fee / account holder | $283 | $181+56.5% | $9,309-97.0% | $158+79.2% |