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 SERVICE, INC Service code 16 · EIN 80-0833114 | Consulting | $122,050 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,632 | $88,730+67.5% | $82,313+80.6% | $77,958+90.7% |
| Participation rate | 92.0% | 84.5%+7.5pp | 76.9%+15.1pp | 71.6%+20.3pp |
| Annual return | 17.96% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $5,850 | $2,758+112.1% | $2,428+140.9% | $2,310+153.2% |
| Participant deferral / active EE | $12,848 | $4,634+177.2% | $3,706+246.7% | $3,537+263.3% |
| Admin fee / account holder | $27 | $74-64.1% | $5,608-99.5% | $97-72.7% |