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.
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 | $67,940 | $125,758-46.0% | $169,993-60.0% | $75,163-9.6% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 22.34% | 27.20%-4.9pp | 53.37%-31.0pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,720 | $4,615-62.7% | $6,785-74.7% | $2,670-35.6% |
| Participant deferral / active EE | $4,004 | $6,837-41.4% | $10,408-61.5% | $4,125-2.9% |
| Admin fee / account holder | $1,112 | $8,173-86.4% | $12,815-91.3% | $5,651-80.3% |