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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,225 | $95,274+205.7% | $135,903+114.3% | $74,419+291.3% |
| Participation rate | 64.7% | 78.2%-13.5pp | 81.9%-17.2pp | 70.7%-6.0pp |
| Annual return | 10.89% | 32.77%-21.9pp | 68.23%-57.3pp | 34.38%-23.5pp |
| Employer contribution / active EE | $2,005 | $3,874-48.3% | $4,856-58.7% | $2,637-24.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |