Filed July 9, 2015
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,500 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $26,516 |
FISHER INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $24,141 |
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 | $29,374 | $71,964-59.2% | $167,512-82.5% | $85,563-65.7% |
| Participation rate | 72.4% | 61.0%+11.4pp | 77.1%-4.7pp | 66.0%+6.4pp |
| Annual return | 19.06% | 18.83%+0.2pp | 1615.79%-1596.7pp | 31.51%-12.5pp |
| Employer contribution / active EE | $847 | $1,875-54.8% | $3,882-78.2% | $2,654-68.1% |
| Participant deferral / active EE | $2,878 | $4,110-30.0% | $6,405-55.1% | $4,375-34.2% |
| Admin fee / account holder | $318 | $815-61.1% | $9,769-96.7% | $834-61.9% |