Filed March 19, 2024 (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.
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 | $141,560 | $60,022+135.8% | $88,946+59.2% | $84,808+66.9% |
| Participation rate | 96.8% | 57.8%+38.9pp | 68.8%+27.9pp | 68.3%+28.5pp |
| Annual return | 12.43% | 22.43%-10.0pp | 57.82%-45.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $10,641 | $1,703+524.9% | $2,555+316.5% | $2,631+304.4% |
| Participant deferral / active EE | $7,380 | $3,114+137.0% | $4,581+61.1% | $4,212+75.2% |
| Admin fee / account holder | $22,077 | $4,811+358.9% | $8,261+167.2% | $7,344+200.6% |