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 | $1,069 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,094 | $89,739+198.7% | $149,718+79.1% | $62,292+330.4% |
| Participation rate | 94.7% | 85.1%+9.6pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 17.33% | 21.01%-3.7pp | 1501.63%-1484.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $21,554 | $3,233+566.7% | $5,445+295.9% | $2,042+955.4% |
| Participant deferral / active EE | $8,298 | $4,797+73.0% | $6,569+26.3% | $3,169+161.8% |
| Admin fee / account holder | $6 | $551-98.9% | $11,283-99.9% | $479-98.8% |