Filed April 15, 2026
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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.
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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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,182 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,333 | $79,013+205.4% | $100,391+140.4% | $74,495+224.0% |
| Participation rate | 96.8% | 79.5%+17.3pp | 81.5%+15.3pp | 67.2%+29.6pp |
| Annual return | 13.77% | 20.41%-6.6pp | 49.20%-35.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $7,892 | $3,021+161.2% | $3,942+100.2% | $2,623+200.9% |
| Participant deferral / active EE | $9,600 | $7,760+23.7% | $8,082+18.8% | $4,346+120.9% |
| Admin fee / account holder | $72 | $1,320-94.5% | $7,899-99.1% | $1,942-96.3% |