Filed July 12, 2024 (most recent of 2 filings on file)
Total covered: 9 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 3-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 | $85,334 | $148,978-42.7% | $200,582-57.5% | $84,808+0.6% |
| Participation rate | 79.5% | 84.2%-4.7pp | 86.9%-7.3pp | 68.3%+11.2pp |
| Annual return | 12.47% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,386 | $4,815+11.9% | $6,419-16.1% | $2,631+104.7% |
| Participant deferral / active EE | $4,792 | $7,142-32.9% | $9,331-48.6% | $4,212+13.8% |
| Admin fee / account holder | $24,511 | $13,977+75.4% | $16,305+50.3% | $7,344+233.8% |