Filed April 26, 2023 (most recent of 3 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.
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 | $124,522 | $214,378-41.9% | $200,582-37.9% | $142,382-12.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.45% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,341 | $6,841-51.2% | $6,419-48.0% | $4,299-22.3% |
| Participant deferral / active EE | $12,295 | $9,865+24.6% | $9,331+31.8% | $6,507+88.9% |
| Admin fee / account holder | $50,879 | $17,692+187.6% | $16,305+212.1% | $12,624+303.0% |