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 50 245 SUMMER STREET · BOSTON, MA 02210 | Direct Payment | $587,738 |
MANZI & ASSOCIATES, LLC9+ years Service code 10 · EIN 04-3508036 | Accounting | $31,096 |
ROBERT CHEVERIE9+ years Service code 29 · EIN 06-1335139 | Legal | $29,173 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $23,897 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $19,998 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE E Service code 30 · EIN 04-1149051 | Employee (plan) | $18,880 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $11,542 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $10,123 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $8,464 |
EM PRINTING2 years Filed as: PRINTING UNLIMITED Service code 49 63 PLYMOUTH ST. · HOLBROOK, MA 02343 | Other Services | $5,250 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,363 | $241,101-46.3% | $103,333+25.2% | $199,593-35.2% |
| Participation rate | 65.2% | 78.3%-13.0pp | 74.5%-9.3pp | 72.0%-6.7pp |
| Annual return | 16.42% | 17.80%-1.4pp | 24.88%-8.5pp | 34.25%-17.8pp |
| Employer contribution / active EE | $5,592 | $4,244+31.8% | $3,868+44.6% | $3,034+84.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $361 | $288+25.3% | $8,355-95.7% | $269+34.1% |