Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,265 | $52,953-59.8% | $172,739-87.7% | $65,185-67.4% |
| Participation rate | 63.2% | 66.2%-3.0pp | 82.6%-19.4pp | 70.2%-7.0pp |
| Annual return | 22.06% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $559 | $2,190-74.5% | $5,143-89.1% | $2,177-74.3% |
| Participant deferral / active EE | $2,358 | $2,471-4.5% | $5,198-54.6% | $3,514-32.9% |
| Admin fee / account holder | $80 | $472-83.0% | $13,954-99.4% | $847-90.5% |