Filed March 7, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $41,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,576 | $44,989+23.5% | $170,442-67.4% | $77,958-28.7% |
| Participation rate | 33.5% | 64.6%-31.1pp | 83.6%-50.1pp | 71.6%-38.1pp |
| Annual return | 15.58% | 19.61%-4.0pp | 205.93%-190.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,235 | $2,208+1.2% | $4,939-54.8% | $3,537-36.8% |
| Admin fee / account holder | $84 | $69+21.4% | $13,880-99.4% | $97-14.0% |