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 | $141,768 | $89,355+58.7% | $141,162+0.4% | $72,985+94.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 25.10% | 111.85%-86.8pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,321 | $3,114+38.7% | $4,735-8.8% | $2,440+77.1% |
| Participant deferral / active EE | $11,628 | $5,418+114.6% | $6,709+73.3% | $3,607+222.3% |
| Admin fee / account holder | $6,991 | $5,958+17.3% | $10,261-31.9% | $5,124+36.4% |