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 & COMPANY11+ years Service code 10 · EIN 71-0749699 | Accounting | $18,903 |
FRIDAY ELDREDGE & CLARK7 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $9,407 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,150 | $102,605+142.8% | $145,661+71.0% | $84,808+193.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 11.38% | 26.50%-15.1pp | 101.46%-90.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,889 | $3,325+17.0% | $4,238-8.2% | $2,631+47.8% |
| Participant deferral / active EE | $3,658 | $5,750-36.4% | $7,198-49.2% | $4,212-13.1% |
| Admin fee / account holder | $295 | $8,758-96.6% | $12,466-97.6% | $7,344-96.0% |