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 INC4 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $58,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,238 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,247 | $111,491+32.1% | $189,513-22.3% | $86,799+69.6% |
| Participation rate | 88.3% | 87.3%+1.0pp | 87.8%+0.5pp | 72.3%+16.0pp |
| Annual return | 10.43% | 83.50%-73.1pp | 555.15%-544.7pp | 97.91%-87.5pp |
| Employer contribution / active EE | $3,520 | $3,951-10.9% | $6,162-42.9% | $2,405+46.3% |
| Participant deferral / active EE | $6,760 | $6,437+5.0% | $8,221-17.8% | $4,131+63.6% |
| Admin fee / account holder | $262 | $189+38.8% | $12,045-97.8% | $170+54.4% |