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 | $93,476 |
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 | $129,454 | $99,957+29.5% | $149,696-13.5% | $73,488+76.2% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 19.45% | 53.87%-34.4pp | 276.60%-257.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,106 | $3,191-2.7% | $4,644-33.1% | $2,270+36.8% |
| Participant deferral / active EE | $9,913 | $6,073+63.2% | $6,842+44.9% | $3,740+165.1% |
| Admin fee / account holder | $663 | $551+20.4% | $9,309-92.9% | $513+29.2% |