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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.
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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 INSTIT OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $35,869 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,986 | $56,095-50.1% | $178,490-84.3% | $90,288-69.0% |
| Participation rate | 19.7% | 65.6%-45.9pp | 81.9%-62.2pp | 73.4%-53.7pp |
| Annual return | 11.57% | 28.81%-17.2pp | 151.07%-139.5pp | 53.97%-42.4pp |
| Employer contribution / active EE | $112 | $1,572-92.9% | $5,011-97.8% | $2,524-95.6% |
| Participant deferral / active EE | $712 | $2,669-73.3% | $5,202-86.3% | $4,232-83.2% |
| Admin fee / account holder | $135 | $101+34.4% | $13,984-99.0% | $114+18.6% |