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 INVESTMENT INSTL OPERATION Service code 27 · EIN 04-2647786 FIDELITY INVESTMENTS INTL OPERATION · BOSTON, MA 02110 | Advisory (Plan) | $71,806 |
RUSSELL, BRIER & CO. LLP5+ years Service code 99 · EIN 04-1796830 TEN POST OFFICE SQUARE · BOSTON, MA 02109 | Other Fees | $23,825 |
BOSTON SHIPPING ASSOC.5+ years Service code 13 · EIN 04-2034907 197 8TH STREET, SUITE 775 · CHARLESTOWN, MA 02129 | Contract Administrator | $5,836 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,124 | $51,288+91.3% | $81,983+19.7% | $73,409+33.7% |
| Participation rate | 90.3% | 64.0%+26.3pp | 69.2%+21.0pp | 72.2%+18.1pp |
| Annual return | 12.80% | 29.48%-16.7pp | 41.31%-28.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $4,147 | $1,487+178.9% | $2,498+66.0% | $2,234+85.7% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $272 | $125+117.1% | $5,664-95.2% | $158+72.3% |