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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $54,317 |
WITHUMSMITH+BROWN, PC5 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $12,617 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $6,450 |
Filed as: FIDELITY INV INSTL OP COMPANY LLC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,029 | $57,610-51.3% | $154,803-81.9% | $102,872-72.8% |
| Participation rate | 29.5% | 59.5%-29.9pp | 78.1%-48.5pp | 73.0%-43.5pp |
| Annual return | 13.14% | 30.49%-17.3pp | 58.88%-45.7pp | 19.06%-5.9pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1,135 | $2,914-61.0% | $5,540-79.5% | $5,535-79.5% |
| Admin fee / account holder | $57 | $368-84.6% | $14,329-99.6% | $292-80.6% |