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 | $213,231 |
Filed as: ABD RETIREMENT SERVICES, INC.. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $49,574 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $23,347 |
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 | $162,868 | $101,523+60.4% | $141,162+15.4% | $77,787+109.4% |
| Participation rate | 96.8% | 77.4%+19.5pp | 82.5%+14.4pp | 73.2%+23.6pp |
| Annual return | 24.92% | 56.22%-31.3pp | 71.39%-46.5pp | 32.57%-7.7pp |
| Employer contribution / active EE | $5,789 | $3,341+73.3% | $4,735+22.3% | $2,504+131.1% |
| Participant deferral / active EE | $14,511 | $6,434+125.6% | $6,709+116.3% | $3,967+265.8% |
| Admin fee / account holder | $123 | $92+34.8% | $10,261-98.8% | $100+23.3% |