See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BAILEY,MOORE2 years Service code 10 · EIN 06-0765487 | Accounting | $12,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $141,901 | $66,302+114.0% | $110,238+28.7% | $56,287+152.1% |
| Participation rate | 70.0% | 74.9%-4.9pp | 79.8%-9.8pp | 69.9%+0.1pp |
| Annual return | -5.77% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,335 | $2,047+14.1% | $3,826-39.0% | $2,111+10.6% |
| Participant deferral / active EE | $5,297 | $3,381+56.6% | $4,672+13.4% | $3,350+58.1% |
| Admin fee / account holder | $122 | $698-82.6% | $8,547-98.6% | $521-76.6% |