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 | $106,842 |
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $85,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $28,350 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,102 |
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 | $236,257 | $95,274+148.0% | $135,903+73.8% | $74,419+217.5% |
| Participation rate | 97.5% | 78.2%+19.3pp | 81.9%+15.6pp | 70.7%+26.7pp |
| Annual return | 18.60% | 32.77%-14.2pp | 68.23%-49.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,888 | $3,874+52.0% | $4,856+21.2% | $2,637+123.2% |
| Participant deferral / active EE | $18,485 | $7,782+137.5% | $7,758+138.3% | $4,528+308.2% |
| Admin fee / account holder | $136 | $266-49.1% | $10,762-98.7% | $348-61.0% |