Filed October 8, 2021 (most recent of 3 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.)
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 | $76,709 | $227,553-66.3% | $189,557-59.5% | $167,490-54.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.82% | 78.40%-69.6pp | 64.17%-55.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $7,268 | $5,316+36.7% | $4,412+64.7% | $4,837+50.2% |
| Participant deferral / active EE | $29,416 | $7,002+320.1% | $6,174+376.5% | $6,341+363.9% |
| Admin fee / account holder | $25,626 | $11,878+115.7% | $9,807+161.3% | $12,309+108.2% |