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 | $44,861 | $109,359-59.0% | $162,163-72.3% | $72,985-38.5% |
| Participation rate | 81.3% | 84.3%-3.0pp | 87.6%-6.3pp | 69.5%+11.8pp |
| Annual return | 28.82% | 25.46%+3.4pp | 115.59%-86.8pp | 81.00%-52.2pp |
| Employer contribution / active EE | $974 | $3,907-75.1% | $5,614-82.6% | $2,440-60.1% |
| Participant deferral / active EE | $3,865 | $5,481-29.5% | $7,298-47.0% | $3,607+7.1% |
| Admin fee / account holder | $1,306 | $7,972-83.6% | $10,843-88.0% | $5,124-74.5% |