Filed February 21, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FREEDOM FIDUCIARIES LLC1 year Filed as: FREEDOM FIDUCIARIES Service code 27 250 S 5TH ST · BOISE, ID 83702 | Advisory (Plan) | $14,378 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,852 | $122,239-61.7% | $184,203-74.6% | $74,495-37.1% |
| Participation rate | 78.4% | 85.5%-7.0pp | 86.8%-8.4pp | 67.2%+11.2pp |
| Annual return | 16.14% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,460 | $4,537-45.8% | $6,427-61.7% | $2,623-6.2% |
| Participant deferral / active EE | $3,906 | $7,139-45.3% | $9,131-57.2% | $4,346-10.1% |
| Admin fee / account holder | $122 | $1,260-90.3% | $13,901-99.1% | $1,942-93.7% |