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 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $161,359 |
Service code 16 · EIN 20-8874282 | Consulting | $15,000 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $72,800 | $176,491-58.8% | $95,952-24.1% | $90,288-19.4% |
| Participation rate | 90.4% | 86.6%+3.8pp | 77.1%+13.3pp | 73.4%+17.1pp |
| Annual return | 17.23% | 20.14%-2.9pp | 91.61%-74.4pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,469 | $2,789-47.3% | $2,541-42.2% | $2,524-41.8% |
| Participant deferral / active EE | $5,064 | $5,340-5.2% | $4,167+21.5% | $4,232+19.7% |
| Admin fee / account holder | $137 | $154-11.1% | $6,795-98.0% | $114+20.1% |