Filed September 15, 2025 (most recent of 16 filings on file)
Total covered: 14 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRENT MOORE9 years Service code 27 222 S MAIN STE 1776 · SALT LAKE CITY, UT 84101 | Advisory (Plan) | $0 |
Service code 64 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping Fees | $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 | $140,766 | $81,248+73.3% | $155,509-9.5% | $80,856+74.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.95% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $8,596 | $3,100+177.3% | $4,672+84.0% | $2,755+212.0% |
| Participant deferral / active EE | $6,852 | $3,452+98.5% | $5,626+21.8% | $4,296+59.5% |
| Admin fee / account holder | $242 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |