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 MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $56,412 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,721 | $89,355-15.3% | $141,162-46.4% | $72,985+3.7% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 22.24% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $4,277 | $3,114+37.3% | $4,735-9.7% | $2,440+75.3% |
| Participant deferral / active EE | $9,697 | $5,418+79.0% | $6,709+44.5% | $3,607+168.8% |
| Admin fee / account holder | $434 | $5,958-92.7% | $10,261-95.8% | $5,124-91.5% |