Filed November 8, 2022 (most recent of 2 filings on file)
Total covered: 3 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,636 | $95,803-82.6% | $113,168-85.3% | $84,808-80.4% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 68.3%+2.8pp |
| Annual return | 20.60% | 25.00%-4.4pp | 24.27%-3.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,019 | $2,360-56.8% | $2,975-65.7% | $2,631-61.3% |
| Participant deferral / active EE | $2,291 | $4,242-46.0% | $5,107-55.1% | $4,212-45.6% |
| Admin fee / account holder | $590 | $8,989-93.4% | $12,068-95.1% | $7,344-92.0% |