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) | $41,065 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $34,319 |
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 | $109,974 | $56,317+95.3% | $71,209+54.4% | $74,304+48.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 18.93% | 42.83%-23.9pp | 282.51%-263.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $9,489 | $2,160+339.3% | $2,721+248.7% | $2,241+323.4% |
| Participant deferral / active EE | $11,970 | $2,788+329.4% | $4,175+186.7% | $3,767+217.7% |
| Admin fee / account holder | $305 | $2,290-86.7% | $5,349-94.3% | $2,969-89.7% |