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 INST. OP. CO. Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $10,393 |
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 | $33,207 | $37,196-10.7% | $154,111-78.5% | $55,725-40.4% |
| Participation rate | 80.0% | 64.1%+15.9pp | 83.0%-3.0pp | 70.9%+9.1pp |
| Annual return | -5.85% | 1319.68%-1325.5pp | 735.18%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $763 | $1,614-52.7% | $5,298-85.6% | $2,078-63.3% |
| Participant deferral / active EE | $915 | $2,068-55.8% | $5,081-82.0% | $3,356-72.7% |
| Admin fee / account holder | $20 | $102-80.3% | $13,411-99.9% | $115-82.6% |