Filed June 14, 2021
Total covered: 5 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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,365 | $80,717+44.2% | $154,803-24.8% | $84,808+37.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 10.32% | 37.96%-27.6pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $6,579 | $2,761+138.3% | $4,305+52.8% | $2,631+150.1% |
| Participant deferral / active EE | $8,935 | $3,303+170.5% | $5,540+61.3% | $4,212+112.2% |
| Admin fee / account holder | $58,535 | $6,746+767.7% | $14,329+308.5% | $7,344+697.1% |