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 | $1,477,455 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,033 | $161,802+15.6% | $96,544+93.7% | $96,393+94.0% |
| Participation rate | 97.7% | 92.5%+5.2pp | 76.0%+21.7pp | 71.3%+26.4pp |
| Annual return | -18.25% | 18.41%-36.7pp | 25.84%-44.1pp | 22.88%-41.1pp |
| Employer contribution / active EE | $6,159 | $5,381+14.5% | $2,965+107.7% | $3,238+90.2% |
| Participant deferral / active EE | $11,145 | $8,927+24.8% | $4,851+129.8% | $5,455+104.3% |
| Admin fee / account holder | $14 | $61-76.7% | $8,252-99.8% | $74-80.8% |