Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,338 | $77,660+49.8% | $109,143+6.6% | $79,386+46.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 21.26% | 23.44%-2.2pp | 25.75%-4.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $4,977 | $2,797+77.9% | $3,722+33.7% | $2,427+105.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |