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 WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $3,167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,663 | $101,317+261.9% | $146,958+149.5% | $74,495+392.2% |
| Participation rate | 77.3% | 75.5%+1.8pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 18.94% | 8730.91%-8712.0pp | 418.34%-399.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,279 | $7,303+54.4% | $8,070+39.8% | $4,346+159.5% |
| Admin fee / account holder | $34 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |