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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABD RETIREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $46,531 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $3,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,385 | $96,458-57.1% | $136,294-69.6% | $77,958-46.9% |
| Participation rate | 55.9% | 75.4%-19.5pp | 81.9%-26.1pp | 71.6%-15.8pp |
| Annual return | 36.83% | 23.78%+13.1pp | 5155.94%-5119.1pp | 20.87%+16.0pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,695-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,535 | $5,902+10.7% | $6,247+4.6% | $3,537+84.8% |
| Admin fee / account holder | $45 | $80-44.2% | $9,243-99.5% | $97-53.9% |