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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $38,401 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,589 |
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 | $15,638 | $45,031-65.3% | $84,966-81.6% | $77,643-79.9% |
| Participation rate | 86.0% | 48.7%+37.3pp | 67.5%+18.5pp | 70.6%+15.4pp |
| Annual return | 8.90% | 79.22%-70.3pp | 66.38%-57.5pp | 31.24%-22.3pp |
| Employer contribution / active EE | $996 | $1,609-38.1% | $2,727-63.5% | $2,726-63.5% |
| Participant deferral / active EE | $3,228 | $2,807+15.0% | $4,519-28.6% | $4,647-30.5% |
| Admin fee / account holder | $129 | $912-85.9% | $6,149-97.9% | $430-70.0% |