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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $26,745 |
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 | $69,657 | $74,706-6.8% | $75,696-8.0% | $79,386-12.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 24.90% | 18.52%+6.4pp | 104.53%-79.6pp | 116.85%-92.0pp |
| Employer contribution / active EE | $6,851 | $2,590+164.5% | $2,743+149.8% | $2,427+182.2% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $112 | $374-70.0% | $3,619-96.9% | $626-82.1% |