Filed May 5, 2022 (most recent of 3 filings on file)
Total covered: 57 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,622 | $153,772-78.1% | $133,980-74.9% | $273,961-87.7% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 26.21% | 36.51%-10.3pp | 29.30%-3.1pp | 41.45%-15.2pp |
| Employer contribution / active EE | $738 | $6,029-87.8% | $5,211-85.8% | $4,869-84.8% |
| Participant deferral / active EE | $3,409 | $6,958-51.0% | $6,282-45.7% | $5,287-35.5% |
| Admin fee / account holder | $1,064 | $11,765-91.0% | $9,324-88.6% | $10,132-89.5% |