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 | $72,626 |
ABD RETIREMENT SERVICES INC6+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $58,665 |
Form 5500 reported that benefits due were not provided when due.
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 | $178,125 | $79,519+124.0% | $95,952+85.6% | $73,409+142.6% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 17.19% | 19.20%-2.0pp | 91.61%-74.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,609 | $2,048+125.1% | $2,541+81.4% | $2,234+106.4% |
| Participant deferral / active EE | $15,190 | $4,138+267.1% | $4,167+264.5% | $3,805+299.2% |
| Admin fee / account holder | $144 | $184-21.8% | $6,795-97.9% | $158-8.7% |