Filed November 21, 2022 (most recent of 4 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,691 | $65,365-1.0% | $92,893-30.4% | $72,985-11.4% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 13.20% | 42.10%-28.9pp | 109.41%-96.2pp | 81.00%-67.8pp |
| Employer contribution / active EE | $737 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $4,468 | $3,128+42.8% | $4,236+5.5% | $3,607+23.9% |
| Admin fee / account holder | $2,168 | $4,251-49.0% | $5,794-62.6% | $5,124-57.7% |