Filed March 25, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $278,162 |
Filed as: FIDELITY INSVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSITTUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMETNS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIGELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,666 | $78,852+167.2% | $76,768+174.4% | $75,289+179.8% |
| Participation rate | 98.4% | 85.0%+13.4pp | 77.0%+21.4pp | 72.4%+25.9pp |
| Annual return | -2.87% | -1.29%-1.6pp | 2.43%-5.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $5,639 | $2,794+101.8% | $2,485+126.9% | $2,405+134.5% |
| Participant deferral / active EE | $9,118 | $4,800+90.0% | $3,852+136.7% | $3,739+143.9% |
| Admin fee / account holder | $98 | $79+23.7% | $6,675-98.5% | $102-4.5% |