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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,280 |
ACTUARIAL BENEFITS CORP1 year Service code 16 · EIN 20-1054428 | Consulting | $20,414 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,000 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS LLC Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
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 | $36,858 | $56,152-34.4% | $185,823-80.2% | $73,409-49.8% |
| Participation rate | 84.9% | 67.6%+17.3pp | 78.0%+6.8pp | 72.2%+12.7pp |
| Annual return | 16.04% | 17.59%-1.6pp | 35.95%-19.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $706 | $1,532-53.9% | $4,087-82.7% | $2,234-68.4% |
| Participant deferral / active EE | $3,495 | $3,659-4.5% | $5,632-38.0% | $3,805-8.2% |
| Admin fee / account holder | $210 | $132+58.9% | $9,500-97.8% | $158+32.9% |