Filed February 18, 2022 (most recent of 3 filings on file)
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 4-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 | $37,549 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,542 | $86,897-26.9% | $151,611-58.1% | $64,808-2.0% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -13.85% | -3.57%-10.3pp | 3.33%-17.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,835 | $4,010-4.4% | $6,166-37.8% | $2,506+53.0% |
| Participant deferral / active EE | $5,538 | $6,690-17.2% | $8,363-33.8% | $4,310+28.5% |
| Admin fee / account holder | $126 | $153-17.5% | $11,616-98.9% | $188-32.8% |