Filed May 10, 2018
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 10-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 INVESTMENTS4 years Filed as: FISHER ASSET MANAGMENT LLC Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $40,092 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,906 |
Filed as: MATTHEWS GOLD KENNEDY & SNOW INC Service code 13 6530 NORTH 16TH STREET · PHOENIX, AZ 850161306 | Contract Administrator | $2,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,240 | $87,870-44.0% | $113,168-56.5% | $74,304-33.7% |
| Participation rate | 86.5% | 70.7%+15.8pp | 76.6%+9.9pp | 60.3%+26.2pp |
| Annual return | 7.00% | 26.44%-19.4pp | 24.27%-17.3pp | 29.43%-22.4pp |
| Employer contribution / active EE | $366 | $2,277-83.9% | $2,975-87.7% | $2,241-83.7% |
| Participant deferral / active EE | $3,786 | $4,241-10.7% | $5,107-25.9% | $3,767+0.5% |
| Admin fee / account holder | $379 | $3,368-88.7% | $12,068-96.9% | $2,969-87.2% |