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 & COMPANY10+ years Service code 10 · EIN 71-0749699 | Accounting | $17,402 |
FRIDAY ELDREDGE & CLARK6 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $7,251 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,969 | $96,128+137.2% | $136,007+67.6% | $80,856+181.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.42% | 28.71%-13.3pp | 579.32%-563.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,118 | $3,351+22.9% | $4,217-2.3% | $2,755+49.5% |
| Participant deferral / active EE | $3,963 | $5,709-30.6% | $7,025-43.6% | $4,296-7.8% |
| Admin fee / account holder | $256 | $8,236-96.9% | $6,858-96.3% | $6,918-96.3% |