Filed August 20, 2021 (most recent of 2 filings on file)
Total covered: 2 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 | $75,357 | $70,756+6.5% | $65,493+15.1% | $142,382-47.1% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 9.42% | 1754.89%-1745.5pp | 982.45%-973.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $9,213 | $2,881+219.8% | $2,574+257.9% | $4,299+114.3% |
| Participant deferral / active EE | $9,263 | $4,637+99.8% | $3,961+133.9% | $6,507+42.4% |
| Admin fee / account holder | $61,528 | $6,559+838.1% | $5,028+1123.6% | $12,624+387.4% |