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 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $80,177-100.0% | $123,894-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 81.4%-81.4pp | 70.2%-70.2pp |
| Annual return | 7.03% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $102 | $2,913-96.5% | $4,617-97.8% | $1,974-94.8% |
| Participant deferral / active EE | $513 | $5,130-90.0% | $5,984-91.4% | $3,061-83.2% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |