Filed July 9, 2015
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 |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $27,603 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,987 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,400 | $50,458-73.4% | $159,960-91.6% | $64,808-79.3% |
| Participation rate | 93.0% | 68.0%+24.9pp | 78.0%+15.0pp | 71.5%+21.5pp |
| Annual return | -3.63% | -13.42%+9.8pp | 408.60%-412.2pp | 32.82%-36.4pp |
| Employer contribution / active EE | $833 | $1,722-51.6% | $4,226-80.3% | $2,506-66.8% |
| Participant deferral / active EE | $2,543 | $4,004-36.5% | $6,182-58.9% | $4,310-41.0% |
| Admin fee / account holder | $160 | $706-77.4% | $8,698-98.2% | $188-15.0% |