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 8-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 OPERATIONS CO INC Service code 13 · EIN 04-2647786 | Contract Administrator | $5,305 |
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 | $29,473 | $58,879-49.9% | $178,490-83.5% | $73,488-59.9% |
| Participation rate | 72.1% | 66.2%+5.9pp | 81.9%-9.8pp | 70.7%+1.4pp |
| Annual return | 21.43% | 24.86%-3.4pp | 151.07%-129.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,077 | $2,236-51.8% | $5,011-78.5% | $2,270-52.5% |
| Participant deferral / active EE | $2,427 | $2,567-5.5% | $5,202-53.3% | $3,740-35.1% |
| Admin fee / account holder | $20 | $400-94.9% | $13,984-99.9% | $513-96.0% |