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 INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $9,337 |
Filed as: FIDELITY INV INST OPS CO.,INC. Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $256,688 | $70,002+266.7% | $115,037+123.1% | $52,331+390.5% |
| Participation rate | 87.5% | 72.1%+15.4pp | 81.4%+6.1pp | 68.1%+19.4pp |
| Annual return | 1.52% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $8,995 | $2,715+231.3% | $4,608+95.2% | $1,882+378.0% |
| Participant deferral / active EE | $7,691 | $4,920+56.3% | $6,026+27.6% | $3,022+154.5% |
| Admin fee / account holder | $34 | $566-93.9% | $8,175-99.6% | $592-94.2% |