Filed February 17, 2022 (most recent of 2 filings on file)
Total covered: 89 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 | $226,368 | $109,881+106.0% | $150,045+50.9% | $84,808+166.9% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,822 | $3,561+35.4% | $4,693+2.8% | $2,631+83.3% |
| Participant deferral / active EE | $15,292 | $6,636+130.4% | $7,997+91.2% | $4,212+263.1% |
| Admin fee / account holder | $3,754 | $8,568-56.2% | $13,435-72.1% | $7,344-48.9% |