Filed October 21, 2025 (most recent of 3 filings on file)
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 10-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 INV INST OPERATIONS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $7,798 |
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 | $96,453 | $98,180-1.8% | $62,995+53.1% | $177,276-45.6% |
| Participation rate | 86.4% | 75.3%+11.1pp | 74.8%+11.6pp | 74.8%+11.5pp |
| Annual return | 15.15% | 16.81%-1.7pp | 87.57%-72.4pp | 21.25%-6.1pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $4,047 | $3,805+6.4% | $3,329+21.6% | $3,881+4.3% |
| Admin fee / account holder | $1 | $31-97.0% | $3,600-100.0% | $154-99.4% |