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 INC3 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $45,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,621 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,140 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $135,922 | $111,608+21.8% | $177,821-23.6% | $73,409+85.2% |
| Participation rate | 91.8% | 87.9%+3.9pp | 87.7%+4.0pp | 72.2%+19.6pp |
| Annual return | 19.82% | 18.23%+1.6pp | 48.32%-28.5pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,477 | $3,796-8.4% | $5,918-41.2% | $2,234+55.7% |
| Participant deferral / active EE | $6,444 | $6,199+4.0% | $7,714-16.5% | $3,805+69.3% |
| Admin fee / account holder | $65 | $166-60.9% | $12,427-99.5% | $158-58.9% |