Filed March 4, 2016
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,946 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,306 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,078 | $47,898-24.7% | $117,472-69.3% | $64,808-44.3% |
| Participation rate | 97.2% | 61.9%+35.3pp | 70.6%+26.6pp | 71.5%+25.7pp |
| Annual return | -16.16% | -15.54%-0.6pp | 29.74%-45.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,006 | $1,774+13.1% | $4,176-52.0% | $2,506-20.0% |
| Participant deferral / active EE | $2,661 | $3,151-15.5% | $4,070-34.6% | $4,310-38.3% |
| Admin fee / account holder | $252 | $132+91.0% | $5,645-95.5% | $188+34.0% |