See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $51,128 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $38,908 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680 | Accounting | $11,909 |
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 | $206,019 | $88,874+131.8% | $123,544+66.8% | $75,289+173.6% |
| Participation rate | 71.3% | 75.9%-4.5pp | 82.3%-11.0pp | 72.4%-1.1pp |
| Annual return | -2.48% | 4.22%-6.7pp | 119.20%-121.7pp | -0.04%-2.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,519 | $6,174+21.8% | $6,426+17.0% | $3,739+101.1% |
| Admin fee / account holder | $42 | $95-55.3% | $9,284-99.5% | $102-58.6% |