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 4-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,723 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,001 |
Service code 49 · EIN 62-1757444 | Other Services | $4,242 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,939 | $108,549-87.2% | $156,263-91.1% | $85,563-83.7% |
| Participation rate | 87.3% | 77.1%+10.2pp | 78.9%+8.4pp | 66.0%+21.4pp |
| Annual return | 21.96% | 21.79%+0.2pp | 59.47%-37.5pp | 31.51%-9.6pp |
| Employer contribution / active EE | $830 | $2,690-69.1% | $4,333-80.8% | $2,654-68.7% |
| Participant deferral / active EE | $3,271 | $4,800-31.9% | $6,158-46.9% | $4,375-25.2% |
| Admin fee / account holder | $140 | $650-78.5% | $14,255-99.0% | $834-83.3% |