Filed February 21, 2018 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,044 | $129,095-41.1% | $184,200-58.7% | $77,671-2.1% |
| Participation rate | 94.5% | 87.3%+7.2pp | 86.8%+7.7pp | 70.6%+23.9pp |
| Annual return | 16.99% | 33.29%-16.3pp | 28.80%-11.8pp | 31.21%-14.2pp |
| Employer contribution / active EE | $2,247 | $4,410-49.1% | $6,424-65.0% | $2,726-17.6% |
| Participant deferral / active EE | $5,195 | $7,300-28.8% | $9,132-43.1% | $4,648+11.8% |
| Admin fee / account holder | $99 | $256-61.5% | $13,907-99.3% | $430-77.1% |