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 INST OPER INC Service code 37 · EIN 04-2647786 | Loan Processing | $6,538 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,979 | $62,324+12.3% | $68,509+2.1% | $55,191+26.8% |
| Participation rate | 95.0% | 78.9%+16.1pp | 74.7%+20.2pp | 69.2%+25.8pp |
| Annual return | 0.42% | 4.26%-3.8pp | 8.27%-7.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,056 | $2,223-7.5% | $2,278-9.8% | $1,899+8.3% |
| Participant deferral / active EE | $3,119 | $3,425-8.9% | $3,382-7.8% | $3,046+2.4% |
| Admin fee / account holder | $26 | $91-71.2% | $5,275-99.5% | $91-71.0% |