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 4-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 | $134,788 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $73,940 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,051 |
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 | $46,504 | $44,897+3.6% | $84,966-45.3% | $199,593-76.7% |
| Participation rate | 87.9% | 45.7%+42.2pp | 67.5%+20.4pp | 72.0%+15.9pp |
| Annual return | 14.97% | 20.96%-6.0pp | 66.38%-51.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,484 | $1,365+8.7% | $2,727-45.6% | $3,034-51.1% |
| Participant deferral / active EE | $6,611 | $2,668+147.8% | $4,519+46.3% | $5,087+30.0% |
| Admin fee / account holder | $164 | $584-72.0% | $6,149-97.3% | $269-39.1% |