Filed December 7, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $46,003 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $29,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,597 | $46,464-21.2% | $150,298-75.7% | $79,634-54.0% |
| Participation rate | 77.1% | 57.0%+20.2pp | 77.8%-0.6pp | 62.5%+14.7pp |
| Annual return | 15.11% | 27.89%-12.8pp | 62.79%-47.7pp | 36.46%-21.3pp |
| Employer contribution / active EE | $1,009 | $1,512-33.3% | $4,154-75.7% | $2,529-60.1% |
| Participant deferral / active EE | $2,195 | $2,157+1.8% | $5,453-59.8% | $3,835-42.8% |
| Admin fee / account holder | $232 | $891-74.0% | $14,116-98.4% | $1,002-76.9% |