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 INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $27,990 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,654 | $69,362-31.3% | $101,248-52.9% | $73,488-35.2% |
| Participation rate | 33.3% | 68.4%-35.1pp | 75.8%-42.5pp | 70.7%-37.3pp |
| Annual return | 16.81% | 18.46%-1.6pp | 46.47%-29.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $901 | $2,628-65.7% | $3,660-75.4% | $2,270-60.3% |
| Participant deferral / active EE | $1,504 | $3,300-54.4% | $4,370-65.6% | $3,740-59.8% |
| Admin fee / account holder | $730 | $704+3.7% | $5,945-87.7% | $513+42.2% |