Filed November 6, 2021
Total covered: 4 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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,244 | $105,181+197.8% | $159,436+96.5% | $85,850+264.9% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 12.03% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,128 | $3,318-66.0% | $4,829-76.6% | $2,565-56.0% |
| Participant deferral / active EE | $11,279 | $5,945+89.7% | $7,352+53.4% | $3,952+185.4% |
| Admin fee / account holder | $10,581 | $6,933+52.6% | $10,799-2.0% | $6,260+69.0% |