Filed May 21, 2024 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,635 | $165,335+26.2% | $149,696+39.4% | $158,922+31.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.00% | 348.15%-344.1pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $11,576 | $5,103+126.8% | $4,644+149.2% | $4,761+143.1% |
| Participant deferral / active EE | $7,148 | $7,181-0.5% | $6,842+4.5% | $5,982+19.5% |
| Admin fee / account holder | $28,508 | $10,807+163.8% | $9,309+206.3% | $11,246+153.5% |