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) | $31,741 |
Filed as: FIDELITY INVESTMENT INST OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $3,688 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,214 |
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 | $57,366 | $79,171-27.5% | $102,423-44.0% | $74,495-23.0% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.9pp |
| Annual return | 16.51% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,058 | $2,362+29.4% | $3,023+1.1% | $2,623+16.6% |
| Participant deferral / active EE | $5,392 | $4,415+22.1% | $5,053+6.7% | $4,346+24.1% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |