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 | $3,670 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $693 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $346,808 | $84,233+311.7% | $170,442+103.5% | $70,131+394.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.81% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $19,285 | $3,387+469.4% | $5,433+255.0% | $2,342+723.3% |
| Participant deferral / active EE | $9,910 | $3,086+221.2% | $4,939+100.6% | $3,332+197.5% |
| Admin fee / account holder | $20 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |