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 LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $24,000 |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,321 | $78,422+137.6% | $95,952+94.2% | $79,858+133.3% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 15.84% | 19.37%-3.5pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,609 | $1,945+34.1% | $2,541+2.7% | $2,471+5.6% |
| Participant deferral / active EE | $12,333 | $3,440+258.5% | $4,167+196.0% | $3,740+229.7% |
| Admin fee / account holder | $151 | $5,622-97.3% | $6,795-97.8% | $5,306-97.1% |