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 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $44,528 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,941 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY · PLANO, TX 75093 | Advisory (Plan) | $16,561 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $12,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,162 | $96,018-62.3% | $65,493-44.8% | $85,563-57.7% |
| Participation rate | 65.2% | 74.8%-9.6pp | 73.1%-7.9pp | 66.0%-0.8pp |
| Annual return | 10.33% | 14.51%-4.2pp | 982.45%-972.1pp | 31.51%-21.2pp |
| Employer contribution / active EE | $920 | $3,235-71.6% | $2,574-64.3% | $2,654-65.3% |
| Participant deferral / active EE | $2,990 | $4,055-26.2% | $3,961-24.5% | $4,375-31.7% |
| Admin fee / account holder | $377 | $271+39.3% | $5,028-92.5% | $834-54.8% |