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 & COMPANY7+ years Service code 10 · EIN 71-0749699 | Accounting | $14,602 |
FRIDAY ELDREDGE & CLARK3 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $6,725 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,958 | $101,883+82.5% | $453,369-59.0% | $85,850+116.6% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 7.50% | 25.38%-17.9pp | 64.40%-56.9pp | 318.53%-311.0pp |
| Employer contribution / active EE | $2,571 | $2,847-9.7% | $4,070-36.8% | $2,565+0.2% |
| Participant deferral / active EE | $4,280 | $4,782-10.5% | $6,209-31.1% | $3,952+8.3% |
| Admin fee / account holder | $234 | $5,706-95.9% | $11,209-97.9% | $6,260-96.3% |