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 | $50,982-28.2% | $154,803-76.4% | $85,563-57.2% |
| Participation rate | 77.1% | 59.8%+17.4pp | 78.1%-0.9pp | 66.0%+11.2pp |
| Annual return | 15.11% | 30.35%-15.2pp | 58.88%-43.8pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,009 | $1,708-40.9% | $4,305-76.6% | $2,654-62.0% |
| Participant deferral / active EE | $2,195 | $2,474-11.3% | $5,540-60.4% | $4,375-49.8% |
| Admin fee / account holder | $232 | $846-72.6% | $14,329-98.4% | $834-72.2% |