Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,535 | $109,359-33.7% | $162,163-55.3% | $72,985-0.6% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.6%+10.9pp | 69.5%+29.0pp |
| Annual return | 10.62% | 25.46%-14.8pp | 115.59%-105.0pp | 81.00%-70.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,551 | $7,972-30.4% | $10,843-48.8% | $5,124+8.3% |