Filed May 6, 2021 (most recent of 3 filings on file)
Total covered: 5 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,064 | $138,347-93.4% | $184,203-95.1% | $80,856-88.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.6%+13.6pp |
| Annual return | 39.07% | 20.02%+19.0pp | 28.81%+10.3pp | 35.59%+3.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $175 | $10,483-98.3% | $13,901-98.7% | $6,918-97.5% |