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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $67,686 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $37,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,390 | $92,055-33.3% | $106,213-42.2% | $77,643-20.9% |
| Participation rate | 81.9% | 81.0%+0.9pp | 75.3%+6.7pp | 70.6%+11.4pp |
| Annual return | 17.67% | 17.91%-0.2pp | 116.14%-98.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,618 | $3,367-51.9% | $3,171-49.0% | $2,726-40.6% |
| Participant deferral / active EE | $4,286 | $5,386-20.4% | $5,016-14.6% | $4,647-7.8% |
| Admin fee / account holder | $193 | $219-11.7% | $11,033-98.2% | $430-55.1% |