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 INVESTMENTS3 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $37,905 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,502 |
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 | $20,392 | $56,638-64.0% | $169,368-88.0% | $74,419-72.6% |
| Participation rate | 92.3% | 67.5%+24.8pp | 77.1%+15.1pp | 70.7%+21.6pp |
| Annual return | 26.34% | 24.75%+1.6pp | 405.60%-379.3pp | 34.38%-8.0pp |
| Employer contribution / active EE | $1,042 | $2,027-48.6% | $4,013-74.0% | $2,637-60.5% |
| Participant deferral / active EE | $3,282 | $4,223-22.3% | $6,221-47.2% | $4,528-27.5% |
| Admin fee / account holder | $243 | $307-20.6% | $9,003-97.3% | $348-30.0% |