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 INVESTMENTS Service code 33 100 CROSBY PKWY KC1J · CONVIGTON, KY 41015 | Securities brokerage | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,375 | $46,732-32.9% | $156,549-80.0% | $55,167-43.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 3.17% | 17.72%-14.5pp | 32.23%-29.1pp | 169.23%-166.1pp |
| Employer contribution / active EE | $807 | $2,105-61.7% | $5,501-85.3% | $1,963-58.9% |
| Participant deferral / active EE | $2,655 | $2,204+20.4% | $4,871-45.5% | $3,054-13.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |