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 INC4+ years Service code 55 · EIN 80-0833114 | Other Commissions | $73,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,404 |
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 | $115,304 | $65,118+77.1% | $76,768+50.2% | $55,725+106.9% |
| Participation rate | 95.7% | 79.6%+16.1pp | 77.0%+18.8pp | 70.9%+24.9pp |
| Annual return | -4.00% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,570 | $1,941+135.5% | $2,485+83.9% | $2,078+119.9% |
| Participant deferral / active EE | $14,187 | $3,688+284.7% | $3,852+268.3% | $3,356+322.8% |
| Admin fee / account holder | $5 | $116-95.8% | $6,675-99.9% | $115-95.8% |