Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
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 10-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 WORKPLACE SERVICES, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,339,490 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,205 | $171,796+6.6% | $111,297+64.6% | $106,520+72.0% |
| Participation rate | 96.2% | 88.6%+7.6pp | 77.3%+18.9pp | 71.3%+24.9pp |
| Annual return | 15.35% | 18.62%-3.3pp | 54.65%-39.3pp | 19.28%-3.9pp |
| Employer contribution / active EE | $6,737 | $4,687+43.7% | $2,731+146.7% | $2,840+137.2% |
| Participant deferral / active EE | $10,135 | $7,845+29.2% | $4,487+125.9% | $4,948+104.8% |
| Admin fee / account holder | $14 | $69-79.6% | $7,964-99.8% | $75-81.0% |