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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
FISHER INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $154,766 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,574 | $49,451+85.2% | $79,550+15.1% | $66,914+36.9% |
| Participation rate | 95.4% | 61.3%+34.1pp | 69.5%+25.9pp | 69.8%+25.6pp |
| Annual return | 6.47% | 84.25%-77.8pp | 0.16%+6.3pp | 1.58%+4.9pp |
| Employer contribution / active EE | $8,413 | $1,266+564.7% | $2,413+248.6% | $2,544+230.7% |
| Participant deferral / active EE | $3,897 | $3,159+23.4% | $3,985-2.2% | $4,237-8.0% |
| Admin fee / account holder | $655 | $595+10.1% | $6,832-90.4% | $593+10.4% |