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 3-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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,009 |
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 | $79,001 | $37,134+112.7% | $100,671-21.5% | $52,331+51.0% |
| Participation rate | 89.7% | 57.7%+32.1pp | 70.7%+19.0pp | 68.1%+21.6pp |
| Annual return | 1.33% | 0.10%+1.2pp | 20.43%-19.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $4,183 | $1,187+252.3% | $4,012+4.3% | $1,882+122.3% |
| Participant deferral / active EE | $1,930 | $2,163-10.8% | $3,144-38.6% | $3,022-36.1% |
| Admin fee / account holder | $20 | $467-95.7% | $4,850-99.6% | $592-96.6% |