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 LLP1 year Filed as: MOSS ADAMS, LLP Service code 15 · EIN 91-0189318 | Recordkeeping | $12,414 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,800 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $116,481 | $91,190+27.7% | $178,490-34.7% | $79,858+45.9% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 18.82% | 24.19%-5.4pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $604 | $3,256-81.4% | $5,011-87.9% | $2,471-75.5% |
| Participant deferral / active EE | $6,965 | $3,236+115.2% | $5,202+33.9% | $3,740+86.2% |
| Admin fee / account holder | $193 | $6,751-97.1% | $13,984-98.6% | $5,306-96.4% |