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 | $1,169 |
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 | $265,543 | $79,523+233.9% | $140,016+89.7% | $56,287+371.8% |
| Participation rate | 97.0% | 85.7%+11.3pp | 87.5%+9.5pp | 69.9%+27.2pp |
| Annual return | -5.86% | 2.39%-8.2pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $22,823 | $3,350+581.3% | $5,606+307.1% | $2,111+981.1% |
| Participant deferral / active EE | $8,703 | $5,129+69.7% | $6,927+25.6% | $3,350+159.8% |
| Admin fee / account holder | $6 | $614-99.1% | $10,705-99.9% | $521-98.9% |