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 INC5+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $62,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,150 |
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 | $149,604 | $73,404+103.8% | $87,100+71.8% | $67,579+121.4% |
| Participation rate | 96.0% | 80.9%+15.2pp | 76.9%+19.2pp | 71.3%+24.8pp |
| Annual return | 25.05% | 48.29%-23.2pp | 28.19%-3.1pp | 378.56%-353.5pp |
| Employer contribution / active EE | $4,504 | $2,014+123.6% | $2,521+78.6% | $2,148+109.7% |
| Participant deferral / active EE | $14,593 | $3,913+273.0% | $4,049+260.4% | $3,539+312.3% |
| Admin fee / account holder | $112 | $142-20.7% | $7,497-98.5% | $142-21.1% |