Filed February 21, 2018 (most recent of 3 filings on file)
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 14 · EIN 04-3532603 | Plan Administrator | $44,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,044 | $129,021-41.1% | $184,203-58.7% | $77,643-2.1% |
| Participation rate | 94.5% | 87.3%+7.2pp | 86.8%+7.7pp | 70.6%+23.9pp |
| Annual return | 16.99% | 33.27%-16.3pp | 28.81%-11.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,247 | $4,413-49.1% | $6,427-65.0% | $2,726-17.6% |
| Participant deferral / active EE | $5,195 | $7,297-28.8% | $9,131-43.1% | $4,647+11.8% |
| Admin fee / account holder | $99 | $254-61.2% | $13,901-99.3% | $430-77.1% |