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 | $36,338 | $94,529-61.6% | $140,016-74.0% | $64,186-43.4% |
| Participation rate | 75.8% | 84.1%-8.3pp | 87.5%-11.7pp | 69.6%+6.2pp |
| Annual return | 6.05% | 7.77%-1.7pp | 651.12%-645.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $763 | $3,812-80.0% | $5,606-86.4% | $2,381-68.0% |
| Participant deferral / active EE | $2,893 | $5,250-44.9% | $6,927-58.2% | $3,470-16.6% |
| Admin fee / account holder | $617 | $6,741-90.8% | $10,705-94.2% | $4,888-87.4% |