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 | $256,271 |
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $77,438 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $22,326 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $11,025 |
LAW OFFICE OF DAVID F. ZEID3 years Service code 29 · EIN 04-1405384 | Legal | $8,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,309 | $127,481-54.3% | $149,696-61.0% | $90,288-35.4% |
| Participation rate | 99.8% | 78.2%+21.6pp | 82.5%+17.3pp | 73.4%+26.4pp |
| Annual return | 15.80% | 57.78%-42.0pp | 276.60%-260.8pp | 53.97%-38.2pp |
| Employer contribution / active EE | $3,927 | $3,448+13.9% | $4,644-15.5% | $2,524+55.6% |
| Participant deferral / active EE | $10,734 | $6,975+53.9% | $6,842+56.9% | $4,232+153.6% |
| Admin fee / account holder | $125 | $152-17.3% | $9,309-98.7% | $114+10.0% |