Filed May 31, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $43,668 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,735 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,559 | $76,670-10.6% | $96,683-29.1% | $71,457-4.1% |
| Participation rate | 64.8% | 66.6%-1.8pp | 74.3%-9.5pp | 67.9%-3.1pp |
| Annual return | 24.08% | 48.29%-24.2pp | 35.69%-11.6pp | 28.85%-4.8pp |
| Employer contribution / active EE | $3,319 | $3,031+9.5% | $3,737-11.2% | $2,588+28.3% |
| Participant deferral / active EE | $6,562 | $3,771+74.0% | $4,878+34.5% | $4,289+53.0% |
| Admin fee / account holder | $468 | $2,028-76.9% | $6,730-93.0% | $1,587-70.5% |