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 INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $6,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $158,819 | $112,315+41.4% | $81,367+95.2% | $55,191+187.8% |
| Participation rate | 97.7% | 88.0%+9.7pp | 82.3%+15.4pp | 69.2%+28.5pp |
| Annual return | 1.96% | 0.62%+1.3pp | -0.92%+2.9pp | 10.78%-8.8pp |
| Employer contribution / active EE | $6,255 | $4,239+47.5% | $3,930+59.2% | $1,899+229.4% |
| Participant deferral / active EE | $5,519 | $6,435-14.2% | $5,383+2.5% | $3,046+81.2% |
| Admin fee / account holder | $21 | $83-74.4% | $8,926-99.8% | $91-76.5% |