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 & COMPANY5+ years Service code 10 · EIN 71-0749699 | Accounting | $13,336 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,017 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,212 | $91,019+63.9% | $392,568-62.0% | $72,985+104.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 4.07% | 20.00%-15.9pp | 24.42%-20.4pp | 81.00%-76.9pp |
| Employer contribution / active EE | $2,976 | $2,751+8.2% | $3,783-21.3% | $2,440+22.0% |
| Participant deferral / active EE | $3,902 | $4,570-14.6% | $5,985-34.8% | $3,607+8.2% |
| Admin fee / account holder | $217 | $4,895-95.6% | $6,260-96.5% | $5,124-95.8% |