Filed September 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $60,342 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,460 | $79,171-18.6% | $102,423-37.1% | $74,495-13.5% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 13.41% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,153 | $2,362-51.2% | $3,023-61.9% | $2,623-56.0% |
| Participant deferral / active EE | $3,922 | $4,415-11.2% | $5,053-22.4% | $4,346-9.8% |
| Admin fee / account holder | $374 | $2,001-81.3% | $9,451-96.0% | $1,942-80.7% |