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 INVESTMENTS5 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 98688 | Advisory (Plan) | $50,556 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,341 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $9,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,579 | $80,724-8.9% | $103,333-28.8% | $74,495-1.2% |
| Participation rate | 93.5% | 65.7%+27.8pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 10.45% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,496 | $3,157-52.6% | $3,868-61.3% | $2,623-43.0% |
| Participant deferral / active EE | $5,173 | $3,860+34.0% | $5,057+2.3% | $4,346+19.0% |
| Admin fee / account holder | $615 | $2,368-74.0% | $8,355-92.6% | $1,942-68.3% |