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 INVTMTS INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,911 |
INTERNAL REVENUE SERVICE1+ years Service code 50 · EIN 61-1785722 | Direct Payment | $2,870 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $488 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,278 | $77,634+267.5% | $156,549+82.2% | $62,891+353.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.15% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $18,921 | $3,444+449.5% | $5,501+244.0% | $2,281+729.6% |
| Participant deferral / active EE | $8,937 | $3,045+193.5% | $4,871+83.5% | $3,203+179.0% |
| Admin fee / account holder | $51 | $5,561-99.1% | $13,027-99.6% | $4,296-98.8% |