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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $454,881 | $77,813+484.6% | $123,544+268.2% | $64,186+608.7% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.5pp | 69.6%+4.2pp |
| Annual return | 0.10% | 12.48%-12.4pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $27,746 | $3,014+820.6% | $4,628+499.5% | $2,381+1065.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,761 | $5,519+258.1% | $9,284+112.9% | $4,888+304.3% |