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 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
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 | $78,282 | $91,407-14.4% | $135,903-42.4% | $71,457+9.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.13% | 29.90%-12.8pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,820 | $3,703-23.8% | $4,856-41.9% | $2,588+9.0% |
| Participant deferral / active EE | $4,037 | $7,092-43.1% | $7,758-48.0% | $4,289-5.9% |
| Admin fee / account holder | $19 | $1,266-98.5% | $10,762-99.8% | $1,587-98.8% |