Filed December 16, 2024 (most recent of 15 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $145 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,687 | $84,948+83.3% | $70,492+120.9% | $73,415+112.1% |
| Participation rate | 92.0% | 79.9%+12.1pp | 75.1%+17.0pp | 72.2%+19.8pp |
| Annual return | 13.32% | 13.39%-0.1pp | 109.16%-95.8pp | 59.30%-46.0pp |
| Employer contribution / active EE | $10,713 | $2,834+278.0% | $2,738+291.2% | $2,234+379.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $4 | $98-95.8% | $3,848-99.9% | $158-97.4% |