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 LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $145,672 | $67,606+115.5% | $82,313+77.0% | $70,131+107.7% |
| Participation rate | 79.2% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.7pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,927 | $1,755+9.8% | $2,428-20.6% | $2,342-17.7% |
| Participant deferral / active EE | $7,990 | $2,987+167.5% | $3,706+115.6% | $3,332+139.8% |
| Admin fee / account holder | $130 | $4,512-97.1% | $5,608-97.7% | $4,645-97.2% |