Filed April 4, 2022 (most recent of 2 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,155 | $85,766-57.8% | $136,294-73.5% | $70,131-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.93% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,647 | $2,966-44.5% | $4,695-64.9% | $2,342-29.7% |
| Participant deferral / active EE | $3,666 | $5,051-27.4% | $6,247-41.3% | $3,332+10.0% |
| Admin fee / account holder | $3,611 | $5,420-33.4% | $9,243-60.9% | $4,645-22.3% |