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 | $3,475 |
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 | $157,309 | $102,514+53.5% | $97,995+60.5% | $62,292+152.5% |
| Participation rate | 92.6% | 79.5%+13.1pp | 82.4%+10.2pp | 69.5%+23.0pp |
| Annual return | 19.20% | 32.43%-13.2pp | 23.94%-4.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $5,212 | $3,689+41.3% | $4,158+25.3% | $2,042+155.2% |
| Participant deferral / active EE | $4,320 | $5,308-18.6% | $5,097-15.2% | $3,169+36.3% |
| Admin fee / account holder | $18 | $378-95.2% | $5,943-99.7% | $479-96.2% |