Filed December 5, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $105,802 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,462 | $50,982-44.2% | $154,803-81.6% | $85,563-66.7% |
| Participation rate | 88.7% | 59.8%+28.9pp | 78.1%+10.6pp | 66.0%+22.7pp |
| Annual return | 13.34% | 30.35%-17.0pp | 58.88%-45.5pp | 31.51%-18.2pp |
| Employer contribution / active EE | $916 | $1,708-46.4% | $4,305-78.7% | $2,654-65.5% |
| Participant deferral / active EE | $3,120 | $2,474+26.1% | $5,540-43.7% | $4,375-28.7% |
| Admin fee / account holder | $84 | $846-90.0% | $14,329-99.4% | $834-89.9% |