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 INVESTMENTS6 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $34,639 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,322 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,234 |
Filed as: HESS, STEWART CAMPBELL Service code 50 940 FOURTH AVENUE SUITE 250 · HUNTINGTON, WV 25713 | Direct Payment | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,991 | $80,138+1.1% | $130,231-37.8% | $71,457+13.3% |
| Participation rate | 81.4% | 71.0%+10.4pp | 76.3%+5.1pp | 67.9%+13.5pp |
| Annual return | 19.20% | 16.81%+2.4pp | 38.77%-19.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,120 | $2,834-60.5% | $4,126-72.9% | $2,588-56.7% |
| Participant deferral / active EE | $4,835 | $4,641+4.2% | $6,799-28.9% | $4,289+12.7% |
| Admin fee / account holder | $492 | $1,035-52.5% | $6,020-91.8% | $1,587-69.0% |