Filed May 17, 2024 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,941 | $209,832-65.7% | $189,513-62.0% | $167,490-57.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.16% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $6,117 | $6,914-11.5% | $6,162-0.7% | $4,837+26.5% |
| Participant deferral / active EE | $2,354 | $8,935-73.7% | $8,221-71.4% | $6,341-62.9% |
| Admin fee / account holder | $2,243 | $14,293-84.3% | $12,045-81.4% | $12,309-81.8% |