Filed March 10, 2017
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 |
|---|---|---|
SF FISER & COMPANY4+ years Service code 10 · EIN 71-0749699 | Accounting | $15,517 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDERDGE AND CLARK Service code 29 | Legal | $6,965 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,019 | $76,401+80.6% | $106,387+29.7% | $64,186+115.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | 5.85% | -2.19%+8.0pp | 0.25%+5.6pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,432 | $2,680-9.2% | $3,520-30.9% | $2,381+2.2% |
| Participant deferral / active EE | $3,758 | $4,274-12.1% | $5,421-30.7% | $3,470+8.3% |
| Admin fee / account holder | $231 | $4,610-95.0% | $7,510-96.9% | $4,888-95.3% |