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 9-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 15 · EIN 20-2480800 | Recordkeeping | $36,692 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,433 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,114 | $102,317-20.7% | $146,958-44.8% | $80,856+0.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.4pp | 67.6%+31.0pp |
| Annual return | 13.68% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,408 | $3,713-8.2% | $4,933-30.9% | $2,755+23.7% |
| Participant deferral / active EE | $6,727 | $6,644+1.3% | $8,070-16.6% | $4,296+56.6% |
| Admin fee / account holder | $540 | $7,941-93.2% | $12,998-95.8% | $6,918-92.2% |