Filed December 27, 2023 (most recent of 4 filings on file)
Total covered: 15 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 |
|---|---|---|
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $25,200 |
MULTNOMAH GROUP2 years Service code 16 · EIN 20-1036497 | Consulting | $9,750 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3 years Filed as: FID INVST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$194,484 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,873 | $47,456+201.1% | $172,739-17.3% | $77,787+83.7% |
| Participation rate | 83.3% | 66.3%+17.1pp | 82.6%+0.7pp | 73.2%+10.1pp |
| Annual return | 22.46% | 35.57%-13.1pp | 802.84%-780.4pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,325 | $1,574+111.2% | $5,143-35.4% | $2,504+32.7% |
| Participant deferral / active EE | $9,470 | $2,560+270.0% | $5,198+82.2% | $3,967+138.7% |
| Admin fee / account holder | $0 | $81-100.0% | $13,954-100.0% | $100-100.0% |