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 |
|---|---|---|
MOSS ADAMS LLP4 years Service code 11 · EIN 91-0189318 | Actuarial | $16,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
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 | $73,251 | $74,347-1.5% | $93,606-21.7% | $67,579+8.4% |
| Participation rate | 91.7% | 80.6%+11.1pp | 75.8%+15.9pp | 71.3%+20.4pp |
| Annual return | 28.34% | 28.07%+0.3pp | 32.76%-4.4pp | 378.56%-350.2pp |
| Employer contribution / active EE | $3,082 | $2,583+19.3% | $2,718+13.4% | $2,148+43.5% |
| Participant deferral / active EE | $10,832 | $4,060+166.8% | $4,069+166.2% | $3,539+206.0% |
| Admin fee / account holder | $30 | $123-75.9% | $7,888-99.6% | $142-79.3% |