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 9-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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS Service code 37 · EIN 04-2647786 | Loan Processing | $286,332 |
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 | $127,877 | $105,247+21.5% | $87,100+46.8% | $77,787+64.4% |
| Participation rate | 99.5% | 85.8%+13.7pp | 76.9%+22.6pp | 73.2%+26.2pp |
| Annual return | 22.55% | 24.52%-2.0pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $6,518 | $2,895+125.2% | $2,521+158.5% | $2,504+160.3% |
| Participant deferral / active EE | $6,559 | $5,060+29.6% | $4,049+62.0% | $3,967+65.3% |
| Admin fee / account holder | $50 | $104-52.0% | $7,497-99.3% | $100-49.9% |