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 |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $75,313 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $18,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,000 | $80,177+24.7% | $123,892-19.3% | $57,658+73.4% |
| Participation rate | 90.3% | 74.4%+15.9pp | 81.4%+8.9pp | 70.2%+20.1pp |
| Annual return | 10.65% | 17.90%-7.3pp | 47.52%-36.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $2,525 | $2,913-13.3% | $4,617-45.3% | $1,974+27.9% |
| Participant deferral / active EE | $10,564 | $5,130+105.9% | $5,984+76.5% | $3,061+245.2% |
| Admin fee / account holder | $24 | $106-77.5% | $8,357-99.7% | $95-74.7% |