See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $13,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,685 | $92,055+6.1% | $106,213-8.0% | $77,643+25.8% |
| Participation rate | 94.2% | 81.0%+13.1pp | 75.3%+18.9pp | 70.6%+23.6pp |
| Annual return | 13.71% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,617 | $3,367+7.4% | $3,171+14.1% | $2,726+32.7% |
| Participant deferral / active EE | $6,970 | $5,386+29.4% | $5,016+39.0% | $4,647+50.0% |
| Admin fee / account holder | $26 | $219-88.2% | $11,033-99.8% | $430-94.0% |