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 | $92,497 | $148,978-37.9% | $200,582-53.9% | $84,808+9.1% |
| Participation rate | 86.8% | 84.2%+2.6pp | 86.9%0pp | 68.3%+18.5pp |
| Annual return | 17.83% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,778 | $4,815-21.5% | $6,419-41.1% | $2,631+43.6% |
| Participant deferral / active EE | $3,946 | $7,142-44.8% | $9,331-57.7% | $4,212-6.3% |
| Admin fee / account holder | $1,349 | $13,977-90.3% | $16,305-91.7% | $7,344-81.6% |