Filed November 11, 2025
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,749 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,022 | $50,815+12.2% | $155,509-63.3% | $77,643-26.6% |
| Participation rate | 79.1% | 63.1%+16.0pp | 78.2%+0.9pp | 70.6%+8.5pp |
| Annual return | 13.20% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,488 | $1,993+24.8% | $4,672-46.8% | $2,726-8.7% |
| Participant deferral / active EE | $2,322 | $2,822-17.7% | $5,626-58.7% | $4,647-50.0% |
| Admin fee / account holder | $26 | $437-94.2% | $15,912-99.8% | $430-94.1% |