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 | $7,207 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,478 | $91,937-2.7% | $59,878+49.4% | $68,904+29.9% |
| Participation rate | 85.9% | 74.4%+11.5pp | 74.7%+11.2pp | 74.1%+11.8pp |
| Annual return | -2.56% | -3.10%+0.5pp | 3.46%-6.0pp | 1.07%-3.6pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,722-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $4,068 | $3,817+6.6% | $3,402+19.6% | $4,015+1.3% |
| Admin fee / account holder | $1 | $27-96.6% | $3,590-100.0% | $71-98.7% |