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 INST. OPER. CO Service code 37 · EIN 04-2647786 PO BOX 73307 · CHICAGO, IL 606737307 | Loan Processing | $3,775 |
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 | $147,695 | $91,051+62.2% | $88,497+66.9% | $55,167+167.7% |
| Participation rate | 93.8% | 79.5%+14.2pp | 82.4%+11.4pp | 69.0%+24.8pp |
| Annual return | 6.26% | 9.63%-3.4pp | 7.63%-1.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,279 | $3,430+53.9% | $4,036+30.8% | $1,963+169.0% |
| Participant deferral / active EE | $4,241 | $4,954-14.4% | $4,899-13.4% | $3,054+38.9% |
| Admin fee / account holder | $19 | $539-96.5% | $6,220-99.7% | $504-96.3% |