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 | -$15,569 |
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 | $393,127 | $136,307+188.4% | $177,821+121.1% | $73,488+435.0% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+26.0pp |
| Annual return | 14.45% | 18.68%-4.2pp | 48.32%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $25,039 | $3,712+574.5% | $5,918+323.1% | $2,270+1003.0% |
| Participant deferral / active EE | $10,277 | $5,829+76.3% | $7,714+33.2% | $3,740+174.8% |
| Admin fee / account holder | $5 | $596-99.2% | $12,427-100.0% | $513-99.0% |