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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,593 |
Filed as: TWELVE POINTS WEALTH Service code 27 | Advisory (Plan) | $7,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,567 | $52,293-33.9% | $178,490-80.6% | $73,409-52.9% |
| Participation rate | 79.4% | 65.3%+14.1pp | 81.9%-2.5pp | 72.2%+7.2pp |
| Annual return | 19.95% | 34.75%-14.8pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $746 | $1,735-57.0% | $5,011-85.1% | $2,234-66.6% |
| Participant deferral / active EE | $1,244 | $2,332-46.7% | $5,202-76.1% | $3,805-67.3% |
| Admin fee / account holder | $31 | $127-76.0% | $13,984-99.8% | $158-80.6% |