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 7-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 Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,985 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,593 | $56,503-47.6% | $70,092-57.8% | $64,808-54.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | 22.48% | -13.44%+35.9pp | 190.73%-168.3pp | 32.82%-10.3pp |
| Employer contribution / active EE | $2,106 | $2,046+2.9% | $2,559-17.7% | $2,506-15.9% |
| Participant deferral / active EE | $4,557 | $3,389+34.5% | $3,849+18.4% | $4,310+5.7% |
| Admin fee / account holder | $23 | $160-85.4% | $6,267-99.6% | $188-87.6% |