Filed September 8, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,736 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,459 | $51,197+35.7% | $82,719-16.0% | $66,914+3.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.00% | -9.64%-8.4pp | 701.18%-719.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $6,574 | $2,611+151.8% | $3,009+118.5% | $2,544+158.4% |
| Participant deferral / active EE | $8,198 | $3,458+137.1% | $4,395+86.5% | $4,237+93.5% |
| Admin fee / account holder | $239 | $416-42.4% | $5,329-95.5% | $593-59.7% |