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 | $6,647 |
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 | $101,295 | $109,303-7.3% | $69,455+45.8% | $82,204+23.2% |
| Participation rate | 85.1% | 74.9%+10.2pp | 74.6%+10.5pp | 73.4%+11.7pp |
| Annual return | 18.09% | 20.08%-2.0pp | 28.97%-10.9pp | 26.31%-8.2pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,779-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $4,229 | $4,210+0.5% | $3,535+19.6% | $4,246-0.4% |
| Admin fee / account holder | $1 | $29-97.3% | $3,839-100.0% | $76-98.9% |