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) | $29,391 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,851 | $58,264+38.8% | $86,612-6.7% | $71,457+13.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.01% | 21.63%-3.6pp | 591.07%-573.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $6,661 | $2,574+158.8% | $3,022+120.4% | $2,588+157.4% |
| Participant deferral / active EE | $8,705 | $3,436+153.3% | $4,438+96.2% | $4,289+103.0% |
| Admin fee / account holder | $217 | $1,057-79.4% | $5,614-96.1% | $1,587-86.3% |