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 9-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 37 · EIN 04-2647786 | Loan Processing | $49,783 |
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $45 |
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 | $87,873 | $91,762-4.2% | $67,502+30.2% | $77,643+13.2% |
| Participation rate | 88.8% | 75.9%+12.9pp | 72.9%+16.0pp | 70.6%+18.3pp |
| Annual return | 13.55% | 14.87%-1.3pp | 3512.12%-3498.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $4,042 | $3,181+27.1% | $2,731+48.0% | $2,726+48.3% |
| Participant deferral / active EE | $5,599 | $3,903+43.4% | $4,000+40.0% | $4,647+20.5% |
| Admin fee / account holder | $88 | $176-49.9% | $3,998-97.8% | $430-79.5% |