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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.
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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 INVESTMENTS INST'L OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,721 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,843 | $45,382-84.9% | $154,107-95.6% | $75,289-90.9% |
| Participation rate | 87.6% | 65.9%+21.7pp | 83.0%+4.6pp | 72.4%+15.2pp |
| Annual return | -7.18% | -0.47%-6.7pp | 735.12%-742.3pp | -0.04%-7.1pp |
| Employer contribution / active EE | $470 | $1,533-69.3% | $5,298-91.1% | $2,405-80.5% |
| Participant deferral / active EE | $942 | $2,384-60.5% | $5,081-81.5% | $3,739-74.8% |
| Admin fee / account holder | $24 | $89-73.1% | $13,411-99.8% | $102-76.5% |