Filed December 11, 2015 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,427 |
ABD RETIREMENT SERVICES INC3 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,438 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $28,350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,952 | $106,028+167.8% | $146,958+93.2% | $77,643+265.7% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 15.21% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $6,290 | $4,063+54.8% | $4,933+27.5% | $2,726+130.8% |
| Participant deferral / active EE | $20,060 | $7,990+151.1% | $8,070+148.6% | $4,647+331.6% |
| Admin fee / account holder | $147 | $337-56.6% | $12,998-98.9% | $430-66.0% |