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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,580 |
ABD RETIREMENT SERVICES INC6 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $25,265 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,343 | $100,227+35.0% | $169,993-20.4% | $74,419+81.9% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.0%+9.6pp | 70.7%+25.9pp |
| Annual return | 16.73% | 66.08%-49.4pp | 53.37%-36.6pp | 34.38%-17.7pp |
| Employer contribution / active EE | $4,247 | $4,263-0.4% | $6,785-37.4% | $2,637+61.0% |
| Participant deferral / active EE | $8,146 | $7,143+14.0% | $10,408-21.7% | $4,528+79.9% |
| Admin fee / account holder | $160 | $234-31.6% | $12,815-98.7% | $348-53.9% |