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 |
|---|---|---|
SF FISER & COMPANY2 years Filed as: S.F. FISER & COMPANY Service code 10 · EIN 71-0749699 | Accounting | $12,619 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,819 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $7,412 |
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 | $138,256 | $72,492+90.7% | $87,100+58.7% | $72,985+89.4% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 18.27% | 24.46%-6.2pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,497 | $1,894+84.6% | $2,521+38.7% | $2,440+43.3% |
| Participant deferral / active EE | $3,122 | $3,270-4.5% | $4,049-22.9% | $3,607-13.5% |
| Admin fee / account holder | $271 | $5,055-94.6% | $7,497-96.4% | $5,124-94.7% |