Filed July 6, 2016 (most recent of 4 filings on file)
Total covered: 7 employees
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) | $30,076 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $10,654 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $103,649 | $80,005+29.6% | $140,016-26.0% | $55,725+86.0% |
| Participation rate | 89.4% | 87.0%+2.4pp | 87.5%+1.9pp | 70.9%+18.6pp |
| Annual return | -2.57% | 0.46%-3.0pp | 651.12%-653.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $3,016 | $3,403-11.4% | $5,606-46.2% | $2,078+45.1% |
| Participant deferral / active EE | $5,562 | $5,264+5.7% | $6,927-19.7% | $3,356+65.8% |
| Admin fee / account holder | $112 | $116-3.6% | $10,705-99.0% | $115-3.2% |