Filed January 24, 2022 (most recent of 2 filings on file)
Total covered: 15 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,125 | $89,698+79.6% | $103,476+55.7% | $80,856+99.3% |
| Participation rate | 88.4% | 76.0%+12.4pp | 80.5%+7.9pp | 67.6%+20.7pp |
| Annual return | 14.83% | 22.78%-7.9pp | 23.90%-9.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,125 | $4,018+27.6% | $4,672+9.7% | $2,755+86.1% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $6,623+51.0% | $4,296+132.8% |
| Admin fee / account holder | $17,724 | $6,768+161.9% | $9,413+88.3% | $6,918+156.2% |