Filed August 6, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $291,297 |
Service code 27 · EIN 39-0394950 | Advisory (Plan) | $15,029 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,514 | $122,693-45.8% | $184,203-63.9% | $199,593-66.7% |
| Participation rate | 94.2% | 86.8%+7.4pp | 86.8%+7.4pp | 72.0%+22.2pp |
| Annual return | 15.23% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $8,114 | $7,990+1.6% | $9,131-11.1% | $5,087+59.5% |
| Admin fee / account holder | $45 | $121-62.9% | $13,901-99.7% | $269-83.4% |