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 INC3+ years Service code 55 · EIN 80-0833114 | Other Commissions | $70,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,149 | $155,795-27.4% | $136,294-17.0% | $69,631+62.5% |
| Participation rate | 93.9% | 75.2%+18.6pp | 81.9%+11.9pp | 70.7%+23.2pp |
| Annual return | 22.67% | 232464.33%-232441.7pp | 5155.94%-5133.3pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $3,942 | $2,991+31.8% | $4,695-16.1% | $2,032+94.0% |
| Participant deferral / active EE | $12,931 | $5,394+139.7% | $6,247+107.0% | $3,224+301.1% |
| Admin fee / account holder | $8 | $128-93.6% | $9,243-99.9% | $110-92.6% |