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 · EIN 94-3029777 | Advisory (Plan) | $32,242 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,789 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,138 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
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 | $110,457 | $73,823+49.6% | $379,746-70.9% | $73,488+50.3% |
| Participation rate | 78.5% | 73.1%+5.4pp | 78.4%+0.1pp | 70.7%+7.9pp |
| Annual return | 16.90% | 29.06%-12.2pp | 34.90%-18.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $941 | $2,472-61.9% | $3,540-73.4% | $2,270-58.6% |
| Participant deferral / active EE | $4,206 | $4,038+4.2% | $6,024-30.2% | $3,740+12.5% |
| Admin fee / account holder | $524 | $607-13.7% | $7,927-93.4% | $513+2.2% |