Filed November 23, 2021
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 4-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 | $28,244 | $169,032-83.3% | $129,207-78.1% | $145,922-80.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.71% | 14330.11%-14326.4pp | 9417.33%-9413.6pp | 561.29%-557.6pp |
| Employer contribution / active EE | $2,967 | $5,537-46.4% | $4,153-28.6% | $4,660-36.3% |
| Participant deferral / active EE | $6,382 | $4,987+28.0% | $4,168+53.1% | $6,688-4.6% |
| Admin fee / account holder | $1,213 | $9,954-87.8% | $7,715-84.3% | $13,397-90.9% |