Filed March 4, 2021 (most recent of 2 filings on file)
Total covered: 16 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,525 | $76,552+53.5% | $123,892-5.1% | $62,891+86.9% |
| Participation rate | 65.8% | 73.0%-7.2pp | 81.4%-15.6pp | 69.3%-3.5pp |
| Annual return | 9.73% | 18.68%-8.9pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,016 | $2,883-64.8% | $4,617-78.0% | $2,281-55.5% |
| Participant deferral / active EE | $4,408 | $4,840-8.9% | $5,984-26.3% | $3,203+37.6% |
| Admin fee / account holder | $23,970 | $4,826+396.7% | $8,357+186.8% | $4,296+458.0% |