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 | $150,717 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $84,987 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $33,725 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,049 |
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 | $194,166 | $82,202+136.2% | $125,339+54.9% | $64,808+199.6% |
| Participation rate | 97.2% | 77.9%+19.4pp | 82.4%+14.9pp | 71.5%+25.8pp |
| Annual return | -16.68% | 3.48%-20.2pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $5,993 | $3,615+65.8% | $4,814+24.5% | $2,506+139.2% |
| Participant deferral / active EE | $18,689 | $7,175+160.5% | $7,446+151.0% | $4,310+333.6% |
| Admin fee / account holder | $150 | $163-7.9% | $10,010-98.5% | $188-19.9% |