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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INTSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $3,894 |
Service code 60 | Sub-TA Fees | $0 |
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 | $121,339 | $62,267+94.9% | $110,238+10.1% | $55,725+117.7% |
| Participation rate | 96.6% | 78.1%+18.5pp | 79.8%+16.8pp | 70.9%+25.8pp |
| Annual return | -5.15% | -1.07%-4.1pp | 314.74%-319.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,581 | $1,941+84.5% | $3,826-6.4% | $2,078+72.3% |
| Participant deferral / active EE | $7,869 | $3,516+123.8% | $4,672+68.4% | $3,356+134.5% |
| Admin fee / account holder | $12 | $121-90.1% | $8,547-99.9% | $115-89.6% |