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 LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $43,700 |
MULTNOMAH GROUP5 years Service code 16 · EIN 20-0361079 | Consulting | $41,482 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3 years Filed as: FID INV INSLT OPS C0 Service code 37 · EIN 04-2647786 | Loan Processing | -$388,425 |
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 | $141,242 | $45,000+213.9% | $143,757-1.7% | $77,904+81.3% |
| Participation rate | 89.6% | 66.8%+22.8pp | 80.3%+9.3pp | 73.7%+15.9pp |
| Annual return | -16.10% | 29.03%-45.1pp | -0.04%-16.1pp | 12.21%-28.3pp |
| Employer contribution / active EE | $3,909 | $1,870+109.1% | $4,951-21.0% | $2,848+37.3% |
| Participant deferral / active EE | $11,129 | $3,157+252.6% | $5,637+97.4% | $4,806+131.6% |
| Admin fee / account holder | $0 | $98-100.0% | $14,673-100.0% | $133-100.0% |