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) | $29,078 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,556 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,311 | $64,919+31.4% | $392,568-78.3% | $65,185+30.9% |
| Participation rate | 79.4% | 72.0%+7.4pp | 78.1%+1.4pp | 70.2%+9.2pp |
| Annual return | 19.86% | 26.09%-6.2pp | 24.42%-4.6pp | 29.38%-9.5pp |
| Employer contribution / active EE | $917 | $2,374-61.4% | $3,783-75.8% | $2,177-57.9% |
| Participant deferral / active EE | $3,685 | $3,668+0.5% | $5,985-38.4% | $3,514+4.9% |
| Admin fee / account holder | $423 | $634-33.3% | $6,260-93.2% | $847-50.1% |