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 8-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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $21,999 |
BAKER TILLY US, LLP1 year Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $18,900 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $16,397 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,667 |
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 | $35,633 | $79,171-55.0% | $102,423-65.2% | $74,495-52.2% |
| Participation rate | 93.1% | 74.8%+18.3pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 30.36% | 54.93%-24.6pp | 29.32%+1.0pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $1,571 | $2,362-33.5% | $3,023-48.0% | $2,623-40.1% |
| Participant deferral / active EE | $3,784 | $4,415-14.3% | $5,053-25.1% | $4,346-12.9% |
| Admin fee / account holder | $373 | $2,001-81.3% | $9,451-96.0% | $1,942-80.8% |