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 | $76,728 | $138,347-44.5% | $184,203-58.3% | $80,856-5.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 31.68% | 20.02%+11.7pp | 28.81%+2.9pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,809 | $4,850-62.7% | $6,427-71.8% | $2,755-34.3% |
| Participant deferral / active EE | $3,780 | $7,071-46.5% | $9,131-58.6% | $4,296-12.0% |
| Admin fee / account holder | $612 | $10,483-94.2% | $13,901-95.6% | $6,918-91.2% |