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 FISHER INVESTMENTS · VANCOUVER, WA 986889912 | Advisory (Plan) | $53,964 |
Filed as: EMPOWER ANNUITY INC. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,169 |
Service code 99 6737 WEST WASHINGTON STREET, · MILWAUKEE, WI 53214 | Other Fees | $9,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,695 | $59,159-31.2% | $159,960-74.6% | $66,914-39.2% |
| Participation rate | 94.6% | 68.1%+26.5pp | 78.0%+16.6pp | 69.8%+24.8pp |
| Annual return | -17.16% | -12.26%-4.9pp | 408.60%-425.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,575 | $1,983+29.8% | $4,226-39.1% | $2,544+1.2% |
| Participant deferral / active EE | $3,389 | $4,395-22.9% | $6,182-45.2% | $4,237-20.0% |
| Admin fee / account holder | $580 | $591-1.8% | $8,698-93.3% | $593-2.2% |