Filed July 10, 2024 (most recent of 2 filings on file)
Total covered: 7 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,800 | $148,978-47.8% | $200,582-61.2% | $84,808-8.3% |
| Participation rate | 85.4% | 84.2%+1.1pp | 86.9%-1.5pp | 68.3%+17.1pp |
| Annual return | 12.81% | 28.16%-15.4pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,478 | $4,815-69.3% | $6,419-77.0% | $2,631-43.8% |
| Participant deferral / active EE | $6,353 | $7,142-11.1% | $9,331-31.9% | $4,212+50.8% |
| Admin fee / account holder | $8,344 | $13,977-40.3% | $16,305-48.8% | $7,344+13.6% |