Filed October 14, 2024 (most recent of 2 filings on file)
Total covered: 16 employees
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 10-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,184 | $102,317+173.8% | $146,958+90.7% | $80,856+246.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 20.59% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,874 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $16,070 | $6,644+141.9% | $8,070+99.1% | $4,296+274.1% |
| Admin fee / account holder | $985 | $7,941-87.6% | $12,998-92.4% | $6,918-85.8% |