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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,890 |
Filed as: FIDELITY INVESTMENTS ISTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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 | $256,710 | $88,122+191.3% | $141,162+81.9% | $67,579+279.9% |
| Participation rate | 89.8% | 76.5%+13.3pp | 82.5%+7.3pp | 71.3%+18.5pp |
| Annual return | 24.56% | 75.40%-50.8pp | 71.39%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $8,313 | $3,224+157.8% | $4,735+75.6% | $2,148+287.1% |
| Participant deferral / active EE | $8,217 | $5,958+37.9% | $6,709+22.5% | $3,539+132.2% |
| Admin fee / account holder | $62 | $131-52.8% | $10,261-99.4% | $142-56.6% |