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 INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $35,910 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,894 |
PACIFIC BENEFIT SERVICES1 year Filed as: PACIFIC BENEFIT SERVICES, INC Service code 14 14011 VENTURA BLVD., · SHERMAN OAKS, CA 91423 | Plan Administrator | $13,475 |
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 | $50,445 | $113,016-55.4% | $103,476-51.2% | $74,495-32.3% |
| Participation rate | 99.1% | 80.8%+18.3pp | 80.5%+18.6pp | 67.2%+31.9pp |
| Annual return | 26.61% | 23.24%+3.4pp | 23.90%+2.7pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $2,763 | $4,881-43.4% | $4,672-40.9% | $2,623+5.3% |
| Participant deferral / active EE | $5,679 | $7,279-22.0% | $6,623-14.2% | $4,346+30.7% |
| Admin fee / account holder | $470 | $1,709-72.5% | $9,413-95.0% | $1,942-75.8% |