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 INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $15,815 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $193 |
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 | $40,531 | $88,122-54.0% | $141,162-71.3% | $67,579-40.0% |
| Participation rate | 95.5% | 76.5%+19.0pp | 82.5%+13.0pp | 71.3%+24.2pp |
| Annual return | 23.03% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $4,698 | $3,224+45.7% | $4,735-0.8% | $2,148+118.7% |
| Participant deferral / active EE | $3,804 | $5,958-36.1% | $6,709-43.3% | $3,539+7.5% |
| Admin fee / account holder | $14 | $131-89.1% | $10,261-99.9% | $142-90.0% |