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 | $2,225,916 |
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 | $153,462 | $138,331+10.9% | $86,677+77.1% | $89,394+71.7% |
| Participation rate | 96.1% | 88.9%+7.2pp | 76.6%+19.5pp | 71.3%+24.8pp |
| Annual return | -14.34% | -11.72%-2.6pp | 35.91%-50.2pp | -11.89%-2.5pp |
| Employer contribution / active EE | $7,187 | $4,812+49.4% | $2,836+153.4% | $3,022+137.8% |
| Participant deferral / active EE | $10,376 | $8,027+29.3% | $4,656+122.9% | $5,123+102.5% |
| Admin fee / account holder | $14 | $64-78.5% | $7,493-99.8% | $79-82.6% |