Filed June 16, 2026
Total covered: 3,302 employees
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $500,740 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $218,881 | $78,852+177.6% | $76,768+185.1% | $75,289+190.7% |
| Participation rate | 98.1% | 85.0%+13.1pp | 77.0%+21.1pp | 72.4%+25.7pp |
| Annual return | -4.97% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-4.9pp |
| Employer contribution / active EE | $19,653 | $2,794+603.3% | $2,485+690.8% | $2,405+717.2% |
| Participant deferral / active EE | $15,723 | $4,800+227.6% | $3,852+308.2% | $3,739+320.6% |
| Admin fee / account holder | $76 | $79-3.9% | $6,675-98.9% | $102-25.8% |