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 Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$628 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,886 | $69,774-67.2% | $67,561-66.1% | $74,429-69.3% |
| Participation rate | 89.9% | 71.4%+18.6pp | 72.9%+17.0pp | 67.2%+22.7pp |
| Annual return | 15.64% | -40.53%+56.2pp | 3525.44%-3509.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,035 | $2,710-24.9% | $2,735-25.6% | $2,625-22.5% |
| Participant deferral / active EE | $2,553 | $3,636-29.8% | $4,003-36.2% | $4,348-41.3% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |