Filed December 12, 2022 (most recent of 5 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 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 | $67,058 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,612 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,293 | $122,239-18.8% | $184,203-46.1% | $74,495+33.3% |
| Participation rate | 95.6% | 85.5%+10.2pp | 86.8%+8.8pp | 67.2%+28.4pp |
| Annual return | 13.08% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,104 | $4,537+34.5% | $6,427-5.0% | $2,623+132.7% |
| Participant deferral / active EE | $4,789 | $7,139-32.9% | $9,131-47.6% | $4,346+10.2% |
| Admin fee / account holder | $346 | $1,260-72.6% | $13,901-97.5% | $1,942-82.2% |