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 P.O. BOX 73307 · CHICAGO, IL 606737307 | Loan Processing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $178,881 | $118,971+50.4% | $112,977+58.3% | $73,488+143.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 25.99% | 17.79%+8.2pp | 24.24%+1.7pp | 28.51%-2.5pp |
| Employer contribution / active EE | $6,168 | $4,091+50.8% | $4,255+45.0% | $2,270+171.7% |
| Participant deferral / active EE | $5,608 | $6,133-8.6% | $5,836-3.9% | $3,740+50.0% |
| Admin fee / account holder | -$71 | $573-112.3% | $6,294-101.1% | $513-113.7% |