Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $47,748 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,036 | $88,324-13.9% | $115,038-33.9% | $55,191+37.8% |
| Participation rate | 93.2% | 72.5%+20.7pp | 81.4%+11.8pp | 69.2%+24.0pp |
| Annual return | 1.40% | 6.30%-4.9pp | 26.14%-24.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $5,671 | $2,805+102.2% | $4,608+23.1% | $1,899+198.7% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |