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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $729,542 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $311,958 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC Service code 49 · EIN 94-1503999 | Other Services | $140,600 |
ABD RETIREMENT SERVICES INC4 years Filed as: ABD INSURANCE & FINANCIAL SERVICES Service code 16 · EIN 27-0673528 | Consulting | $22,500 |
ABD RETIREMENT SERVICES INC8+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $22,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,867 | $90,195+19.6% | $125,339-13.9% | $89,394+20.7% |
| Participation rate | 94.0% | 72.4%+21.5pp | 82.4%+11.6pp | 71.3%+22.7pp |
| Annual return | -15.95% | -6.51%-9.4pp | 572.05%-588.0pp | -11.89%-4.1pp |
| Employer contribution / active EE | $4,649 | $3,043+52.8% | $4,814-3.4% | $3,022+53.8% |
| Participant deferral / active EE | $16,576 | $7,170+131.2% | $7,446+122.6% | $5,123+223.6% |
| Admin fee / account holder | $91 | $69+31.4% | $10,010-99.1% | $79+14.7% |