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 LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $15,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,710 | $62,267+36.0% | $110,238-23.2% | $55,725+52.0% |
| Participation rate | 90.8% | 78.1%+12.7pp | 79.8%+11.0pp | 70.9%+19.9pp |
| Annual return | -5.58% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,932 | $1,941+51.0% | $3,826-23.4% | $2,078+41.1% |
| Participant deferral / active EE | $3,455 | $3,516-1.7% | $4,672-26.0% | $3,356+3.0% |
| Admin fee / account holder | $359 | $121+196.9% | $8,547-95.8% | $115+211.6% |