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 | $6,181 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,800 |
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 | $122,502 | $105,581+16.0% | $70,449+73.9% | $90,288+35.7% |
| Participation rate | 93.7% | 77.5%+16.2pp | 75.1%+18.7pp | 73.4%+20.4pp |
| Annual return | 13.07% | 14.78%-1.7pp | 109.03%-96.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,179 | $3,813+88.3% | $3,709+93.6% | $4,232+69.6% |
| Admin fee / account holder | $1 | $68-98.1% | $3,845-100.0% | $114-98.9% |