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 | $49,644 | $65,685-24.4% | $57,179-13.2% | $273,961-81.9% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 0.65% | 21.99%-21.3pp | 14.59%-13.9pp | 41.45%-40.8pp |
| Employer contribution / active EE | $6,942 | $3,279+111.7% | $2,682+158.8% | $4,869+42.6% |
| Participant deferral / active EE | $5,289 | $3,782+39.9% | $3,096+70.8% | $5,2870% |
| Admin fee / account holder | $3,759 | $4,835-22.2% | $3,139+19.8% | $10,132-62.9% |