Filed November 17, 2022 (most recent of 3 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 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $115,430 |
ABD RETIREMENT SERVICES INC9+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $13,750 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,004 | $241,101-39.9% | $103,333+40.3% | $199,593-27.4% |
| Participation rate | 45.3% | 78.3%-33.0pp | 74.5%-29.2pp | 72.0%-26.7pp |
| Annual return | 17.56% | 17.80%-0.2pp | 24.88%-7.3pp | 34.25%-16.7pp |
| Employer contribution / active EE | $1,098 | $4,244-74.1% | $3,868-71.6% | $3,034-63.8% |
| Participant deferral / active EE | $4,380 | $3,958+10.7% | $5,057-13.4% | $5,087-13.9% |
| Admin fee / account holder | $83 | $288-71.1% | $8,355-99.0% | $269-69.1% |