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 | -$6,671 |
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 | $331,862 | $98,982+235.3% | $162,163+104.6% | $65,185+409.1% |
| Participation rate | 98.3% | 85.8%+12.5pp | 87.6%+10.8pp | 70.2%+28.1pp |
| Annual return | 22.28% | 24.84%-2.6pp | 115.59%-93.3pp | 29.38%-7.1pp |
| Employer contribution / active EE | $22,947 | $3,467+562.0% | $5,614+308.8% | $2,177+954.3% |
| Participant deferral / active EE | $9,008 | $5,384+67.3% | $7,298+23.4% | $3,514+156.4% |
| Admin fee / account holder | -$31 | $596-105.2% | $10,843-100.3% | $847-103.6% |