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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,777 |
Filed as: FIDELITY INVESTMENT INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $3,794 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,174 |
Filed as: FIDELITY INVEST INST OPS CO LLC Service code 60 | Sub-TA Fees | $0 |
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 | $46,398 | $76,050-39.0% | $96,544-51.9% | $71,457-35.1% |
| Participation rate | 96.6% | 74.4%+22.2pp | 76.0%+20.6pp | 67.9%+28.7pp |
| Annual return | 37.44% | 22.81%+14.6pp | 25.84%+11.6pp | 28.85%+8.6pp |
| Employer contribution / active EE | $2,954 | $2,244+31.6% | $2,965-0.4% | $2,588+14.1% |
| Participant deferral / active EE | $4,945 | $4,215+17.3% | $4,851+1.9% | $4,289+15.3% |
| Admin fee / account holder | $137 | $2,707-94.9% | $8,252-98.3% | $1,587-91.4% |