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 LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $23,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $705 |
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 | $164,687 | $72,492+127.2% | $87,100+89.1% | $72,985+125.6% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.8pp |
| Annual return | 22.69% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,208 | $1,894+16.6% | $2,521-12.4% | $2,440-9.5% |
| Participant deferral / active EE | $9,654 | $3,270+195.3% | $4,049+138.5% | $3,607+167.6% |
| Admin fee / account holder | $141 | $5,055-97.2% | $7,497-98.1% | $5,124-97.2% |