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, MOORE, GLAZE1 year Service code 10 · EIN 06-0674931 | Accounting | $26,175 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,708 |
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 | $199,717 | $81,474+145.1% | $133,956+49.1% | $73,488+171.8% |
| Participation rate | 72.7% | 76.4%-3.7pp | 79.8%-7.2pp | 70.7%+2.0pp |
| Annual return | 13.42% | 19.40%-6.0pp | 45.09%-31.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,154 | $2,209-2.5% | $3,919-45.0% | $2,270-5.1% |
| Participant deferral / active EE | $4,767 | $3,786+25.9% | $5,048-5.6% | $3,740+27.5% |
| Admin fee / account holder | $205 | $713-71.3% | $8,927-97.7% | $513-60.1% |