Filed March 11, 2024 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,641 | $183,963-56.7% | $162,163-50.9% | $152,861-47.9% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 11.93% | 150.76%-138.8pp | 115.59%-103.7pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,656 | $6,371-74.0% | $5,614-70.5% | $4,762-65.2% |
| Participant deferral / active EE | $1,428 | $8,034-82.2% | $7,298-80.4% | $5,850-75.6% |
| Admin fee / account holder | $33,917 | $13,121+158.5% | $10,843+212.8% | $11,596+192.5% |