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 |
|---|---|---|
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $41,982 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $8,744 |
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 | $119,720 | $88,515+35.3% | $162,163-26.2% | $67,579+77.2% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 20.22% | 27.04%-6.8pp | 115.59%-95.4pp | 378.56%-358.3pp |
| Employer contribution / active EE | $3,678 | $3,563+3.2% | $5,614-34.5% | $2,148+71.2% |
| Participant deferral / active EE | $6,913 | $5,724+20.8% | $7,298-5.3% | $3,539+95.3% |
| Admin fee / account holder | $129 | $124+4.6% | $10,843-98.8% | $142-9.1% |