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 Service code 37 · EIN 42-2647786 | Loan Processing | $2,212 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,119 | $99,957+223.3% | $149,696+115.8% | $73,488+339.7% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 19.83% | 53.87%-34.0pp | 276.60%-256.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $9,873 | $3,191+209.4% | $4,644+112.6% | $2,270+334.9% |
| Participant deferral / active EE | $10,562 | $6,073+73.9% | $6,842+54.4% | $3,740+182.4% |
| Admin fee / account holder | $14 | $551-97.5% | $9,309-99.9% | $513-97.3% |