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 INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $228,364 | $74,089+208.2% | $133,980+70.4% | $55,167+314.0% |
| Participation rate | 94.6% | 84.3%+10.3pp | 87.1%+7.5pp | 69.0%+25.6pp |
| Annual return | 10.61% | 12.11%-1.5pp | 29.30%-18.7pp | 169.23%-158.6pp |
| Employer contribution / active EE | $19,652 | $3,064+541.5% | $5,211+277.1% | $1,963+901.4% |
| Participant deferral / active EE | $7,901 | $4,678+68.9% | $6,282+25.8% | $3,054+158.7% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.1% |