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 INV INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,863 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,560 | $98,982-7.5% | $162,163-43.5% | $65,185+40.5% |
| Participation rate | 98.9% | 85.8%+13.1pp | 87.6%+11.3pp | 70.2%+28.7pp |
| Annual return | 20.75% | 24.84%-4.1pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,940 | $3,467-15.2% | $5,614-47.6% | $2,177+35.1% |
| Participant deferral / active EE | $3,758 | $5,384-30.2% | $7,298-48.5% | $3,514+7.0% |
| Admin fee / account holder | $21 | $596-96.5% | $10,843-99.8% | $847-97.5% |