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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,156 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $35,935 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,025 | $81,625+60.5% | $167,512-21.8% | $74,304+76.3% |
| Participation rate | 98.3% | 60.0%+38.3pp | 77.1%+21.3pp | 60.3%+38.0pp |
| Annual return | 17.98% | 26.09%-8.1pp | 1615.79%-1597.8pp | 29.43%-11.5pp |
| Employer contribution / active EE | $5,101 | $2,010+153.7% | $3,882+31.4% | $2,241+127.6% |
| Participant deferral / active EE | $11,056 | $4,115+168.7% | $6,405+72.6% | $3,767+193.5% |
| Admin fee / account holder | $456 | $3,474-86.9% | $9,769-95.3% | $2,969-84.7% |