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) | $34,969 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $30,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,976 | $60,323+49.2% | $81,812+10.0% | $74,495+20.8% |
| Participation rate | 92.4% | 62.9%+29.5pp | 72.3%+20.1pp | 67.2%+25.2pp |
| Annual return | 14.21% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $6,353 | $2,620+142.4% | $2,912+118.1% | $2,623+142.2% |
| Participant deferral / active EE | $8,345 | $3,387+146.4% | $4,319+93.2% | $4,346+92.0% |
| Admin fee / account holder | $251 | $1,486-83.1% | $7,386-96.6% | $1,942-87.1% |