Filed February 27, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
Filed as: ABD RETIREMENT SERVICES, INC Service code 27 · EIN 80-0833114 | Advisory (Plan) | $55,500 |
PJ'S CONSULTING FIRM1 year Service code 16 · EIN 81-1764844 | Consulting | $34,450 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,883 |
Service code 70 · EIN 81-4596334 | Consulting Fees | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,304 | $80,211+69.9% | $74,183+83.7% | $63,975+113.1% |
| Participation rate | 90.6% | 84.2%+6.4pp | 76.6%+14.0pp | 71.1%+19.5pp |
| Annual return | 8.63% | 14.13%-5.5pp | 17.74%-9.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $5,456 | $2,553+113.7% | $2,370+130.2% | $2,182+150.1% |
| Participant deferral / active EE | $12,653 | $4,370+189.5% | $3,550+256.5% | $3,356+277.0% |
| Admin fee / account holder | $23 | $67-65.6% | $5,586-99.6% | $70-67.2% |