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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $88,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,168 | $89,652+27.3% | $141,162-19.1% | $65,185+75.1% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 24.68% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,805 | $3,065-8.5% | $4,735-40.8% | $2,177+28.9% |
| Participant deferral / active EE | $8,742 | $5,691+53.6% | $6,709+30.3% | $3,514+148.8% |
| Admin fee / account holder | $678 | $569+19.2% | $10,261-93.4% | $847-20.0% |